SPIA
KBFR

Steward Partners Investment Advisory’s Innovator U.S. Small Cap Managed 10 Buffer ETF KBFR Stock Holding History

Steward Partners Investment Advisory’s Portfolio KBFR Stock Details KBFR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$27.5K Buy
+1,000
New +$25.8K ﹤0.01% 3270

Other funds holding KBFR

WW
Winnow Wealth Waco, Texas $147M AUM 23.82% 1-Year Est. Return
EWM
Elmwood Wealth Management Berkeley, California $400M AUM 17.81% 1-Year Est. Return
DWP
Daymark Wealth Partners Cincinnati, Ohio $4.1B AUM 28.59% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
ACM
Arlington Capital Management Arlington Heights, Illinois $161M AUM 38.38% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Steward Partners Investment Advisory's KBFR Position: Q2 2026 in Review

Steward Partners Investment Advisory opened a new position in Innovator U.S. Small Cap Managed 10 Buffer ETF (KBFR) in Q2 2026: 1,000 shares worth $27.5K. The stake represents ﹤0.01% of the portfolio and ranks #3270 among its holdings.

7 funds tracked by Wall St. Rank hold KBFR as of Q2 2026.

  • Steward Partners Investment Advisory held 1,000 shares of Innovator U.S. Small Cap Managed 10 Buffer ETF worth $27.5K as of Q2 2026.
  • Innovator U.S. Small Cap Managed 10 Buffer ETF was a new Steward Partners Investment Advisory position in Q2 2026.
  • Innovator U.S. Small Cap Managed 10 Buffer ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #3270 holding.
  • 7 funds tracked by Wall St. Rank held Innovator U.S. Small Cap Managed 10 Buffer ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.