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Innv ID 10 Buffer ETF Qurtly (IBUF)

CUSIP: 45783Y178 | NYSE | 60 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

FAI Advisors, Inc.312,843
3.8% of portfolio›$9.8M
D.B. Root & Company, LLC236,113
1.6% of portfolio›$7.4M
Blvd Private Wealth, LLC123,770
2.9% of portfolio›$3.9M
BFI Wealth Solutions, LLC41,950
0.9% of portfolio›$1.3M
Independent Financial Group, LLC38,833
0.0% of portfolio›$1.2M
ARQ Wealth Advisors, LLC29,701
0.1% of portfolio›$932.5K
Kestra Advisory Services, LLC27,481
0.0% of portfolio›$862.8K
Bright Futures Wealth Management, Llc.23,006
0.5% of portfolio›$722.3K
Brookstone Capital Management19,297
0.0% of portfolio›$605.8K
Sugar Maple Asset Management, LLC12,120
0.2% of portfolio›$380.5K
SteelPeak Wealth, LLC11,074
0.0% of portfolio›$347.7K
Hofer & Associates. Inc10,016
0.2% of portfolio›$314.5K
RED Crane Wealth Management, LLC10,016
0.2% of portfolio›$314.5K
Vise Technologies, Inc.8,662
0.0% of portfolio›$271.9K
Commonwealth Equity Services, LLC7,932
0.0% of portfolio›$249.0K
Blue Trust, Inc.3,155
0.0% of portfolio›$99.1K
Farther Finance Advisors, LLC1,975
0.0% of portfolio›$62.0K
IFP Advisors, Inc210
0.0% of portfolio›$6.6K
StyleTurnoverLocationFiled
FAI Advisors, Inc.
312,843$9.8M3.8%GrowthLowFarmington Hills, MI2026-10-27
D.B. Root & Company, LLC
236,113$7.4M1.6%ETFLowPittsburgh, PA2026-11-04
Blvd Private Wealth, LLC
123,770$3.9M2.9%CoreMediumProspect, KY2026-10-14
BFI Wealth Solutions, LLC
41,950$1.3M0.9%ETFLowDallas, TX2026-10-16
Independent Financial Group, LLC
38,833$1.2M0.0%GrowthLowSan Diego, CA2026-10-13
ARQ Wealth Advisors, LLC
29,701$932.5K0.1%ETFLowScottsdale, AZ2026-10-29
Kestra Advisory Services, LLC
27,481$862.8K0.0%CoreLowAustin, TX2026-11-02
Bright Futures Wealth Management, Llc.
23,006$722.3K0.5%CoreHighWebster, Ny 14580, NY2026-10-23
Brookstone Capital Management
19,297$605.8K0.0%ETFMediumWheaton, IL2026-10-22
Sugar Maple Asset Management, LLC
12,120$380.5K0.2%ETFMediumSister Bay, WI2026-10-13
SteelPeak Wealth, LLC
11,074$347.7K0.0%GrowthHighWoodland Hills, CA2026-10-16
Hofer & Associates. Inc
10,016$314.5K0.2%ETFHighThousand Oaks, CA2026-10-13
RED Crane Wealth Management, LLC
10,016$314.5K0.2%ETFLowSan Francisco, CA2026-10-14
Vise Technologies, Inc.
8,662$271.9K0.0%IndexLowNew York, NY2026-10-29
Commonwealth Equity Services, LLC
7,932$249.0K0.0%ETFLowWaltham, MA2026-11-02
Blue Trust, Inc.
3,155$99.1K0.0%ETFLowBrentwood, TN2026-10-15
Farther Finance Advisors, LLC
1,975$62.0K0.0%IndexLowSan Francisco, CA2026-10-08
IFP Advisors, Inc
210$6.6K0.0%GrowthLowTampa, FL2026-10-16