VWA
NBFR

Visionary Wealth Advisors’s Innovator Nasdaq-100 Managed 10 Buffer ETF NBFR Stock Holding History

Visionary Wealth Advisors’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 		$1.6M Buy
58,762
+38,193
+186% +$992K 0.06% 229
2026
Q1 		$499K Buy
+20,569
New +$508K 0.02% 400

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
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 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
KWS
Keystone Wealth Services Palm Desert, California $539M AUM 33.17% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 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

Visionary Wealth Advisors's NBFR Position: Q2 2026 in Review

Visionary Wealth Advisors increased its Innovator Nasdaq-100 Managed 10 Buffer ETF (NBFR) stake by 186% in Q2 2026, buying an estimated $992K and bringing the position to 58,762 shares worth $1.6M. The position accounts for 0.06% of the portfolio, ranked #229.

Visionary Wealth Advisors first reported a position in NBFR in Q1 2026 and has held it in 2 quarters since. 14 funds tracked by Wall St. Rank hold NBFR as of Q2 2026.

  • Visionary Wealth Advisors held 58,762 shares of Innovator Nasdaq-100 Managed 10 Buffer ETF worth $1.6M as of Q2 2026.
  • Visionary Wealth Advisors bought 38,193 Innovator Nasdaq-100 Managed 10 Buffer ETF shares in Q2 2026, an estimated $992K.
  • Innovator Nasdaq-100 Managed 10 Buffer ETF made up 0.06% of Visionary Wealth Advisors's portfolio in Q2 2026, its #229 holding.
  • Visionary Wealth Advisors first reported a position in Innovator Nasdaq-100 Managed 10 Buffer ETF in Q1 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 Q2 2026.

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