WW
KBFR

Winnow Wealth’s Innovator U.S. Small Cap Managed 10 Buffer ETF KBFR Stock Holding History

Winnow Wealth’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 		$1.09M Buy
39,593
+2,472
+7% +$63.7K 0.74% 34
2026
Q1 		$913K Buy
+37,121
New +$913K 0.7% 43

Other funds holding KBFR

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 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
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Winnow Wealth's KBFR Position: Q2 2026 in Review

Winnow Wealth increased its Innovator U.S. Small Cap Managed 10 Buffer ETF (KBFR) stake by 6.7% in Q2 2026, buying an estimated $63.7K and bringing the position to 39,593 shares worth $1.09M. The position accounts for 0.74% of the portfolio, ranked #34.

Winnow Wealth first reported a position in KBFR in Q1 2026 and has held it in 2 quarters since. 8 funds tracked by Wall St. Rank hold KBFR as of Q2 2026.

  • Winnow Wealth held 39,593 shares of Innovator U.S. Small Cap Managed 10 Buffer ETF worth $1.09M as of Q2 2026.
  • Winnow Wealth bought 2,472 Innovator U.S. Small Cap Managed 10 Buffer ETF shares in Q2 2026, an estimated $63.7K.
  • Innovator U.S. Small Cap Managed 10 Buffer ETF made up 0.74% of Winnow Wealth's portfolio in Q2 2026, its #34 holding.
  • Winnow Wealth first reported a position in Innovator U.S. Small Cap Managed 10 Buffer ETF in Q1 2026 and has held it in 2 quarters since.
  • 8 funds tracked by Wall St. Rank held Innovator U.S. Small Cap Managed 10 Buffer ETF as of Q2 2026.

Based on Winnow Wealth's 13F filing for Q2 2026, filed 22 Jul 2026.