BWM
NBFR

Benson Wealth Management’s Innovator Nasdaq-100 Managed 10 Buffer ETF NBFR Stock Holding History

Benson Wealth Management’s Portfolio NBFR Stock Details NBFR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.35K Hold
123
– – ﹤0.01% 253
2026
Q1 		$2.98K Buy
+123
New +$3.04K ﹤0.01% 249

Other funds holding NBFR

VWA
Visionary Wealth Advisors O'fallon, Illinois $2.53B AUM 24.4% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
WW
Winnow Wealth Waco, Texas $147M AUM 23.82% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
DWP
Daymark Wealth Partners Cincinnati, Ohio $4.1B AUM 28.59% 1-Year Est. Return
EWM
Elmwood Wealth Management Berkeley, California $400M AUM 17.81% 1-Year Est. Return
KWS
Keystone Wealth Services Palm Desert, California $539M AUM 33.17% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
RRMM
Regatta Research & Money Management Metairie, Louisiana $106M AUM

Benson Wealth Management's NBFR Position: Q2 2026 in Review

Benson Wealth Management held its Innovator Nasdaq-100 Managed 10 Buffer ETF (NBFR) position steady in Q2 2026 at 123 shares worth $3.35K. The position accounts for ﹤0.01% of the portfolio, ranked #253.

Benson Wealth Management first reported a position in NBFR in Q1 2026 and has held it in 2 quarters since. 14 funds tracked by Wall St. Rank hold NBFR as of Q2 2026.

  • Benson Wealth Management held 123 shares of Innovator Nasdaq-100 Managed 10 Buffer ETF worth $3.35K as of Q2 2026.
  • Benson Wealth Management left its Innovator Nasdaq-100 Managed 10 Buffer ETF share count unchanged in Q2 2026.
  • Innovator Nasdaq-100 Managed 10 Buffer ETF made up ﹤0.01% of Benson Wealth Management's portfolio in Q2 2026, its #253 holding.
  • Benson Wealth Management first reported a position in Innovator Nasdaq-100 Managed 10 Buffer ETF in Q1 2026 and has held it in 2 quarters since.
  • 14 funds tracked by Wall St. Rank held Innovator Nasdaq-100 Managed 10 Buffer ETF as of Q2 2026.

Based on Benson Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.