Elmwood Wealth Management’s Innovator Equity Managed 10 Buffer ETF XBFR Stock Holding History

Elmwood Wealth Management’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	$4.24M	Buy	159,075 +21,889	+16%	+$566K	1.06%	33
2026 Q1	$3.37M	Buy	+137,186	New	+$3.4M	0.93%	42

Other funds holding XBFR

DWP

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

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

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 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 Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

ACM

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

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

Elmwood Wealth Management increased its Innovator Equity Managed 10 Buffer ETF (XBFR) stake by 16% in Q2 2026, buying an estimated $566K and bringing the position to 159,075 shares worth $4.24M. The position accounts for 1.06% of the portfolio, ranked #33.

Elmwood Wealth Management first reported a position in XBFR in Q1 2026 and has held it in 2 quarters since. 20 funds tracked by Wall St. Rank hold XBFR as of Q2 2026.

Elmwood Wealth Management held 159,075 shares of Innovator Equity Managed 10 Buffer ETF worth $4.24M as of Q2 2026.
Elmwood Wealth Management bought 21,889 Innovator Equity Managed 10 Buffer ETF shares in Q2 2026, an estimated $566K.
Innovator Equity Managed 10 Buffer ETF made up 1.06% of Elmwood Wealth Management's portfolio in Q2 2026, its #33 holding.
Elmwood Wealth Management first reported a position in Innovator Equity Managed 10 Buffer ETF in Q1 2026 and has held it in 2 quarters since.
20 funds tracked by Wall St. Rank held Innovator Equity Managed 10 Buffer ETF as of Q2 2026.

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