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 Q3	$803K	Sell	30,422 -9,171	-23%	-$250K	0.53%	66
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

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

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Winnow Wealth's KBFR Position: Q3 2026 in Review

Winnow Wealth reduced its Innovator U.S. Small Cap Managed 10 Buffer ETF (KBFR) stake by 23% in Q3 2026, selling an estimated $250K and leaving 30,422 shares worth $803K. The position accounts for 0.53% of the portfolio, ranked #66.

Winnow Wealth first reported a position in KBFR in Q1 2026 and has held it in 3 quarters since. The position peaked at $1.09M in Q2 2026. 3 funds tracked by Wall St. Rank hold KBFR as of Q3 2026.

Winnow Wealth held 30,422 shares of Innovator U.S. Small Cap Managed 10 Buffer ETF worth $803K as of Q3 2026.
Winnow Wealth sold 9,171 Innovator U.S. Small Cap Managed 10 Buffer ETF shares in Q3 2026, an estimated $250K.
Innovator U.S. Small Cap Managed 10 Buffer ETF made up 0.53% of Winnow Wealth's portfolio in Q3 2026, its #66 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 3 quarters since.
Winnow Wealth's Innovator U.S. Small Cap Managed 10 Buffer ETF position peaked at $1.09M in Q2 2026.
3 funds tracked by Wall St. Rank held Innovator U.S. Small Cap Managed 10 Buffer ETF as of Q3 2026.

Based on Winnow Wealth's 13F filing for Q3 2026, filed 15 Oct 2026.