Independent Wealth Network Inc. BUFB — INNOVATOR ETFS TRUST

Ownership history in Independent Wealth Network Inc.  ·  6 quarters on record

AI Ownership Summary

Independent Wealth Network Inc. reported INNOVATOR ETFS TRUST (BUFB) in 6 quarterly 13F filings from 2024 Q2 through 2025 Q3. Peak portfolio weight reached 0.27% in 2024 Q3. The latest visible filing shows BUFB at 0.25% 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 Independent Wealth Network Inc.'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
2025 Q3

BUFB was reported at 0.25% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.27% in 2024 Q3

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

Time in book
Holding Window
2024 Q2 to 2025 Q3

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.

BUFB stock page Independent Wealth Network Inc. fund profile Independent Wealth Network Inc. full holdings
How Independent Wealth Network Inc. 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 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED — — — 21,808 +1,148 +5.6% 0.25% $779K 2025-10-15 $35.67
2025 Q2 REDUCED — — — 20,660 -137 -0.7% 0.25% $700K 2025-07-16 $34.10
2025 Q1 ADDED — — — 20,797 +1,349 +6.9% 0.26% $653K 2025-05-02 $31.62
2024 Q4 ADDED — — — 19,448 +363 +1.9% 0.25% $628K 2025-01-17 $32.75
2024 Q3 ADDED — — — 19,085 +515 +2.8% 0.27% $603K 2024-10-15 $31.79
2024 Q2 INITIATED — — — 18,570 — — 0.26% $567K 2024-07-18 $30.72

🏢 Other funds also holding BUFB

As of 2026 Q1 — sorted by position size

COLUMBIA ADVISORY PARTNERS LLC 3Y 4.2% CAPITAL WEALTH MANAGEMENT, LLC 3Y 7Y 2.08% Heritage Wealth Management, Inc. 1.3% Syntegra Private Wealth Group, LLC 3Y 0.66% MKD WEALTH COACHES, LLC 3Y 7Y 0.56% KFG WEALTH MANAGEMENT, LLC 3Y 0.54% Encompass More Asset Management 0.49% Balance Wealth, LLC 0.37% Diligent Investors, LLC 3Y 7Y 0.37% FORONJY FINANCIAL LLC 0.33%

FAQ About Independent Wealth Network Inc. and BUFB

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

How long has Independent Wealth Network Inc. reported owning BUFB?

Independent Wealth Network Inc. reported BUFB across 6 quarterly 13F filings, from 2024 Q2 through 2025 Q3.

What was the largest reported BUFB position in Independent Wealth Network Inc.'s portfolio?

The largest reported portfolio weight for BUFB was 0.27% in 2024 Q3.

What is the latest reported BUFB position on this page?

The most recent filing on this page is 2025 Q3, when Independent Wealth Network Inc. reported 21,808 shares, equal to 0.25% of portfolio, with an estimated market value of $779K.

What does the chart on this BUFB ownership page compare?

The chart compares Independent Wealth Network Inc.'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.

How well did Independent Wealth Network Inc. time their BUFB position?

Based on 13F filing dates vs. subsequent BUFB price moves, Independent Wealth Network Inc. correctly timed 3 out of 5 reported position changes (60%). The annualised alpha on BUFB relative to SPY over the holding period was -4.0%.

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