Keystone Wealth Services
NBFR icon

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
Q3 		$644K Buy
23,933
+4,000
+20% +$106K 0.12% 179
2026
Q2 		$543K Buy
+19,933
New +$518K 0.1% 193

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Keystone Wealth Services's NBFR Position: Q3 2026 in Review

Keystone Wealth Services increased its Innovator Nasdaq-100 Managed 10 Buffer ETF (NBFR) stake by 20% in Q3 2026, buying an estimated $106K and bringing the position to 23,933 shares worth $644K. The position accounts for 0.12% of the portfolio, ranked #179.

Keystone Wealth Services first reported a position in NBFR in Q2 2026 and has held it in 2 quarters since. 14 funds tracked by Wall St. Rank hold NBFR as of Q3 2026.

  • Keystone Wealth Services held 23,933 shares of Innovator Nasdaq-100 Managed 10 Buffer ETF worth $644K as of Q3 2026.
  • Keystone Wealth Services bought 4,000 Innovator Nasdaq-100 Managed 10 Buffer ETF shares in Q3 2026, an estimated $106K.
  • Innovator Nasdaq-100 Managed 10 Buffer ETF made up 0.12% of Keystone Wealth Services's portfolio in Q3 2026, its #179 holding.
  • Keystone Wealth Services first reported a position in Innovator Nasdaq-100 Managed 10 Buffer ETF in Q2 2026 and has held it in 2 quarters since.
  • 14 funds tracked by Wall St. Rank held Innovator Nasdaq-100 Managed 10 Buffer ETF as of Q3 2026.

Based on Keystone Wealth Services's 13F filing for Q3 2026, filed 3 Nov 2026.