KWS
NBFR

Keystone Wealth Services’s Innovator Nasdaq-100 Managed 10 Buffer ETF NBFR Stock Holding History

Keystone Wealth Services’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 		$543K Buy
+19,933
New +$518K 0.1% 193

Other funds holding NBFR

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
WW
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
EWM
Elmwood Wealth Management Berkeley, California $400M AUM 17.81% 1-Year Est. Return
RRMM
Regatta Research & Money Management Metairie, Louisiana $106M AUM
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
RRA
Red Reef Advisors Boca Raton, Florida $108M AUM
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BWM
Benson Wealth Management Ooltewah, Tn, Tennessee $99.4M AUM

Keystone Wealth Services's NBFR Position: Q2 2026 in Review

Keystone Wealth Services opened a new position in Innovator Nasdaq-100 Managed 10 Buffer ETF (NBFR) in Q2 2026: 19,933 shares worth $543K. The stake represents 0.1% of the portfolio and ranks #193 among its holdings.

10 funds tracked by Wall St. Rank hold NBFR as of Q2 2026.

  • Keystone Wealth Services held 19,933 shares of Innovator Nasdaq-100 Managed 10 Buffer ETF worth $543K as of Q2 2026.
  • Innovator Nasdaq-100 Managed 10 Buffer ETF was a new Keystone Wealth Services position in Q2 2026.
  • Innovator Nasdaq-100 Managed 10 Buffer ETF made up 0.1% of Keystone Wealth Services's portfolio in Q2 2026, its #193 holding.
  • 10 funds tracked by Wall St. Rank held Innovator Nasdaq-100 Managed 10 Buffer ETF as of Q2 2026.

Based on Keystone Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.