CAPTRUST Financial Advisors
XBFR

CAPTRUST Financial Advisors’s Innovator Equity Managed 10 Buffer ETF XBFR Stock Holding History

CAPTRUST Financial Advisors’s Portfolio XBFR Stock Details XBFR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$220K Buy
+8,272
New +$214K ﹤0.01% 2819

Other funds holding XBFR

EWM
Elmwood Wealth Management Berkeley, California $400M AUM 17.81% 1-Year Est. Return
DWP
Daymark Wealth Partners Cincinnati, Ohio $4.1B AUM 28.59% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
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
FCFC
First Commonwealth Financial Corp Indiana, Pennsylvania $715M AUM 24.33% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

CAPTRUST Financial Advisors's XBFR Position: Q2 2026 in Review

CAPTRUST Financial Advisors opened a new position in Innovator Equity Managed 10 Buffer ETF (XBFR) in Q2 2026: 8,272 shares worth $220K. The stake represents ﹤0.01% of the portfolio and ranks #2819 among its holdings.

20 funds tracked by Wall St. Rank hold XBFR as of Q2 2026.

  • CAPTRUST Financial Advisors held 8,272 shares of Innovator Equity Managed 10 Buffer ETF worth $220K as of Q2 2026.
  • Innovator Equity Managed 10 Buffer ETF was a new CAPTRUST Financial Advisors position in Q2 2026.
  • Innovator Equity Managed 10 Buffer ETF made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #2819 holding.
  • 20 funds tracked by Wall St. Rank held Innovator Equity Managed 10 Buffer ETF as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.