VPWA
XBFR

Vestia Personal Wealth Advisors’s Innovator Equity Managed 10 Buffer ETF XBFR Stock Holding History

Vestia Personal Wealth Advisors’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 		$443K Buy
+16,622
New +$430K 0.17% 64

Other funds holding XBFR

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
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
FCFC
First Commonwealth Financial Corp Indiana, Pennsylvania $715M AUM 24.33% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
ACM
Arlington Capital Management Arlington Heights, Illinois $161M AUM 38.38% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
KWS
Keystone Wealth Services Palm Desert, California $539M AUM 33.17% 1-Year Est. Return

Vestia Personal Wealth Advisors's XBFR Position: Q2 2026 in Review

Vestia Personal Wealth Advisors opened a new position in Innovator Equity Managed 10 Buffer ETF (XBFR) in Q2 2026: 16,622 shares worth $443K. The stake represents 0.17% of the portfolio and ranks #64 among its holdings.

17 funds tracked by Wall St. Rank hold XBFR as of Q2 2026.

  • Vestia Personal Wealth Advisors held 16,622 shares of Innovator Equity Managed 10 Buffer ETF worth $443K as of Q2 2026.
  • Innovator Equity Managed 10 Buffer ETF was a new Vestia Personal Wealth Advisors position in Q2 2026.
  • Innovator Equity Managed 10 Buffer ETF made up 0.17% of Vestia Personal Wealth Advisors's portfolio in Q2 2026, its #64 holding.
  • 17 funds tracked by Wall St. Rank held Innovator Equity Managed 10 Buffer ETF as of Q2 2026.

Based on Vestia Personal Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.