Daymark Wealth Partners’s Innovator U.S. Small Cap Managed 10 Buffer ETF KBFR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$614K Buy
22,382
+5,877
+36% +$151K 0.02% 432
2026
Q1
$406K Buy
+16,505
New +$406K 0.01% 486

Other funds holding KBFR

Daymark Wealth Partners's KBFR Position: Q2 2026 in Review

Daymark Wealth Partners increased its Innovator U.S. Small Cap Managed 10 Buffer ETF (KBFR) stake by 36% in Q2 2026, buying an estimated $151K and bringing the position to 22,382 shares worth $614K. The position accounts for 0.02% of the portfolio, ranked #432.

Daymark Wealth Partners first reported a position in KBFR in Q1 2026 and has held it in 2 quarters since. 6 funds tracked by Wall St. Rank hold KBFR as of Q2 2026.

  • Daymark Wealth Partners held 22,382 shares of Innovator U.S. Small Cap Managed 10 Buffer ETF worth $614K as of Q2 2026.
  • Daymark Wealth Partners bought 5,877 Innovator U.S. Small Cap Managed 10 Buffer ETF shares in Q2 2026, an estimated $151K.
  • Innovator U.S. Small Cap Managed 10 Buffer ETF made up 0.02% of Daymark Wealth Partners's portfolio in Q2 2026, its #432 holding.
  • Daymark Wealth Partners first reported a position in Innovator U.S. Small Cap Managed 10 Buffer ETF in Q1 2026 and has held it in 2 quarters since.
  • 6 funds tracked by Wall St. Rank held Innovator U.S. Small Cap Managed 10 Buffer ETF as of Q2 2026.

Based on Daymark Wealth Partners's 13F filing for Q2 2026, filed 31 Jul 2026.