RBUF — INNOVATOR ETFS TRUST

Ownership history in WealthShield Partners, LLC  ·  6 quarters on record

This page tracks every 13F SEC filing in which WealthShield Partners, LLC reported a position in INNOVATOR ETFS TRUST (RBUF). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.01% (2024 Q4)
Avg. % of fund
0.01%
First filed
2017 Q4
Last filed
2025 Q4
Quarters held
6
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 UNCHANGED 3,800 — 0% 0.01% $110K $29.05
2025 Q3 UNCHANGED 3,800 — 0% 0.01% $109K $28.69
2025 Q2 UNCHANGED 3,800 — 0% 0.01% $104K $27.37
2025 Q1 UNCHANGED 3,800 — 0% 0.01% $99K $26.06
2024 Q4 UNCHANGED 3,800 — 0% 0.01% $100K $26.20
2017 Q4 INITIATED 3,800 — — 0.01% $110K —
% of Fund (quarterly)    RBUF price (monthly, adj. close)

Other funds also holding RBUF

As of 2025 Q4 — sorted by position size

Bullseye Investment Management, LLC 3Y 1.46% Sugar Maple Asset Management, LLC 0.33% Pallas Capital Advisors LLC 3Y 0.26% CENTAURUS FINANCIAL, INC. 3Y 7Y 0.16% WEALTHGARDEN F.S. LLC 0.14% Stuart Chaussee & Associates, Inc. 3Y 7Y 0.13% Motiv8 Investments LLC 0.07% Caitlin John, LLC 0.02% Farther Finance Advisors, LLC 0.01% HARBOUR INVESTMENTS, INC. 3Y 0.01%
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