Daymark Wealth Partners
KBFR icon

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

Daymark Wealth Partners’s Portfolio KBFR Stock Details KBFR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$638K Buy
24,187
+1,805
+8% +$49.3K 0.01% 449
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

Arlington Capital Management
Arlington Capital Management Arlington Heights, Illinois $174M AUM 14.76% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Winnow Wealth
Winnow Wealth Waco, Texas $151M AUM 17.14% 1-Year Est. Return
Elmwood Wealth Management
Elmwood Wealth Management Berkeley, California $416M AUM 11.87% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Daymark Wealth Partners's KBFR Position: Q3 2026 in Review

Daymark Wealth Partners increased its Innovator U.S. Small Cap Managed 10 Buffer ETF (KBFR) stake by 8.1% in Q3 2026, buying an estimated $49.3K and bringing the position to 24,187 shares worth $638K. The position accounts for 0.01% of the portfolio, ranked #449.

Daymark Wealth Partners first reported a position in KBFR in Q1 2026 and has held it in 3 quarters since. 7 funds tracked by Wall St. Rank hold KBFR as of Q3 2026.

  • Daymark Wealth Partners held 24,187 shares of Innovator U.S. Small Cap Managed 10 Buffer ETF worth $638K as of Q3 2026.
  • Daymark Wealth Partners bought 1,805 Innovator U.S. Small Cap Managed 10 Buffer ETF shares in Q3 2026, an estimated $49.3K.
  • Innovator U.S. Small Cap Managed 10 Buffer ETF made up 0.01% of Daymark Wealth Partners's portfolio in Q3 2026, its #449 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 3 quarters since.
  • 7 funds tracked by Wall St. Rank held Innovator U.S. Small Cap Managed 10 Buffer ETF as of Q3 2026.

Based on Daymark Wealth Partners's 13F filing for Q3 2026, filed 4 Nov 2026.