QBUF β€” INNOVATOR ETFS TRUST

Ownership history in Mutual Advisors, LLC  Β·  6 quarters on record

AI Ownership Summary

Mutual Advisors, LLC reported INNOVATOR ETFS TRUST (QBUF) in 6 quarterly 13F filings from 2024 Q3 through 2025 Q4. Peak portfolio weight reached 0.22% in 2025 Q2. The latest visible filing shows QBUF at 0.19% 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 QBUF ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Mutual Advisors, LLC'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 Q4

QBUF was reported at 0.19% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.22% in 2025 Q2

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

Time in book
Holding Window
2024 Q3 to 2025 Q4

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 Mutual Advisors, LLC held QBUF β€” position size vs. price
% of Fund (quarterly)    QBUF price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 300,092 +52,195 +21.1% 0.19% $8.8M 2026-02-14 (Est.) $29.25
2025 Q3 REDUCED 247,897 -62,280 -20.1% 0.16% $7.2M 2025-11-04 $29.07
2025 Q2 ADDED 310,177 +27,665 +9.8% 0.22% $8.7M 2025-07-28 $28.01
2025 Q1 ADDED 282,512 +69,581 +32.7% 0.21% $7.5M 2025-04-28 $26.56
2024 Q4 ADDED 212,931 +38,856 +22.3% 0.16% $5.7M 2025-01-17 $26.70
2024 Q3 INITIATED 174,075 β€” β€” 0.13% $4.4M 2024-10-25 $25.53

FAQ About Mutual Advisors, LLC and QBUF

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

How long has Mutual Advisors, LLC reported owning QBUF?

Mutual Advisors, LLC reported QBUF across 6 quarterly 13F filings, from 2024 Q3 through 2025 Q4.

What was the largest reported QBUF position in Mutual Advisors, LLC's portfolio?

The largest reported portfolio weight for QBUF was 0.22% in 2025 Q2.

What is the latest reported QBUF position on this page?

The most recent filing on this page is 2025 Q4, when Mutual Advisors, LLC reported 300,092 shares, equal to 0.19% of portfolio, with an estimated market value of $8.8M.

What does the chart on this QBUF ownership page compare?

The chart compares Mutual Advisors, LLC's quarterly QBUF 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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