CALIBER WEALTH MANAGEMENT, LLC / KS BUFB INNOVATOR ETFS TRUST

Ownership history in CALIBER WEALTH MANAGEMENT, LLC / KS  ·  4 quarters on record

AI Ownership Summary

CALIBER WEALTH MANAGEMENT, LLC / KS reported INNOVATOR ETFS TRUST (BUFB) in 4 quarterly 13F filings from 2025 Q2 through 2026 Q1. Peak portfolio weight reached 0.2% in 2026 Q1. The latest visible filing shows BUFB at 0.20% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this BUFB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CALIBER WEALTH MANAGEMENT, LLC / KS's position in INNOVATOR ETFS TRUST, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

BUFB was reported at 0.20% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.2% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How CALIBER WEALTH MANAGEMENT, LLC / KS held BUFB — position size vs. price
% of Fund (quarterly)    BUFB price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 49,832 +36,721 +280.1% 0.20% $1.8M 2026-04-23 $37.99
2025 Q4 REDUCED 13,111 -176 -1.3% 0.05% $480K 2026-01-28 $37.06
2025 Q3 UNCHANGED 13,287 0% 0.05% $475K 2025-11-05 $36.07
2025 Q2 INITIATED 13,287 0.05% $450K 2025-07-30 $34.52

FAQ About CALIBER WEALTH MANAGEMENT, LLC / KS and BUFB

These are the practical questions this page is built to answer before you even open the full history table.

How long has CALIBER WEALTH MANAGEMENT, LLC / KS reported owning BUFB?

CALIBER WEALTH MANAGEMENT, LLC / KS reported BUFB across 4 quarterly 13F filings, from 2025 Q2 through 2026 Q1.

What was the largest reported BUFB position in CALIBER WEALTH MANAGEMENT, LLC / KS's portfolio?

The largest reported portfolio weight for BUFB was 0.20% in 2026 Q1.

What is the latest reported BUFB position on this page?

The most recent filing on this page is 2026 Q1, when CALIBER WEALTH MANAGEMENT, LLC / KS reported 49,832 shares, equal to 0.20% of portfolio, with an estimated market value of $1.8M.

What does the chart on this BUFB ownership page compare?

The chart compares CALIBER WEALTH MANAGEMENT, LLC / KS's quarterly BUFB portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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