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

Elmwood 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	$734K	Buy	26,937 +9,004	+50%	+$234K	0.18%	107
2026 Q1	$435K	Buy	+17,933	New	+$443K	0.12%	124

Other funds holding NBFR

BCM

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

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

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

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

Elmwood Wealth Management increased its Innovator Nasdaq-100 Managed 10 Buffer ETF (NBFR) stake by 50% in Q2 2026, buying an estimated $234K and bringing the position to 26,937 shares worth $734K. The position accounts for 0.18% of the portfolio, ranked #107.

Elmwood Wealth Management first reported a position in NBFR in Q1 2026 and has held it in 2 quarters since. 4 funds tracked by Wall St. Rank hold NBFR as of Q2 2026.

Elmwood Wealth Management held 26,937 shares of Innovator Nasdaq-100 Managed 10 Buffer ETF worth $734K as of Q2 2026.
Elmwood Wealth Management bought 9,004 Innovator Nasdaq-100 Managed 10 Buffer ETF shares in Q2 2026, an estimated $234K.
Innovator Nasdaq-100 Managed 10 Buffer ETF made up 0.18% of Elmwood Wealth Management's portfolio in Q2 2026, its #107 holding.
Elmwood 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.
4 funds tracked by Wall St. Rank held Innovator Nasdaq-100 Managed 10 Buffer ETF as of Q2 2026.

Based on Elmwood Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.