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

Palumbo 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 Q3	$997K	Buy	+37,118	New	+$992K	0.21%	75

Other funds holding XBFR

Elmwood Wealth Management Berkeley, California $416M AUM 11.87% 1-Year Est. Return

Daymark Wealth Partners Cincinnati, Ohio $4.41B AUM 22.52% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $9.06B AUM 17.42% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Visionary Wealth Advisors O'fallon, Illinois $2.55B AUM 17.5% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Winnow Wealth Waco, Texas $151M AUM 17.14% 1-Year Est. Return

NBZ Investment Advisors Knoxville, Tennessee $259M AUM 11.25% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Vestia Personal Wealth Advisors Fort Wayne, Indiana $264M AUM 16.33% 1-Year Est. Return

Palumbo Wealth Management's XBFR Position: Q3 2026 in Review

Palumbo Wealth Management opened a new position in Innovator Equity Managed 10 Buffer ETF (XBFR) in Q3 2026: 37,118 shares worth $997K. The stake represents 0.21% of the portfolio and ranks #75 among its holdings.

19 funds tracked by Wall St. Rank hold XBFR as of Q3 2026.

Palumbo Wealth Management held 37,118 shares of Innovator Equity Managed 10 Buffer ETF worth $997K as of Q3 2026.
Innovator Equity Managed 10 Buffer ETF was a new Palumbo Wealth Management position in Q3 2026.
Innovator Equity Managed 10 Buffer ETF made up 0.21% of Palumbo Wealth Management's portfolio in Q3 2026, its #75 holding.
19 funds tracked by Wall St. Rank held Innovator Equity Managed 10 Buffer ETF as of Q3 2026.

Based on Palumbo Wealth Management's 13F filing for Q3 2026, filed 13 Nov 2026.