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

Elmwood Wealth Management’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 Q2	$697K	Buy	25,373 +8,346	+49%	+$215K	0.17%	109
2026 Q1	$419K	Buy	+17,027	New	+$419K	0.12%	125

Other funds holding KBFR

Winnow Wealth Waco, Texas $147M AUM 23.82% 1-Year Est. Return

DWP

Daymark Wealth Partners Cincinnati, Ohio $4.1B AUM 28.59% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

ACM

Arlington Capital Management Arlington Heights, Illinois $161M AUM 38.38% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Elmwood Wealth Management's KBFR Position: Q2 2026 in Review

Elmwood Wealth Management increased its Innovator U.S. Small Cap Managed 10 Buffer ETF (KBFR) stake by 49% in Q2 2026, buying an estimated $215K and bringing the position to 25,373 shares worth $697K. The position accounts for 0.17% of the portfolio, ranked #109.

Elmwood Wealth Management 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.

Elmwood Wealth Management held 25,373 shares of Innovator U.S. Small Cap Managed 10 Buffer ETF worth $697K as of Q2 2026.
Elmwood Wealth Management bought 8,346 Innovator U.S. Small Cap Managed 10 Buffer ETF shares in Q2 2026, an estimated $215K.
Innovator U.S. Small Cap Managed 10 Buffer ETF made up 0.17% of Elmwood Wealth Management's portfolio in Q2 2026, its #109 holding.
Elmwood Wealth Management 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 Elmwood Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.