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NBFR

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

Winnow Wealth’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 		$1.1M Buy
40,298
+2,283
+6% +$59.3K 0.75% 33
2026
Q1 		$923K Buy
+38,015
New +$938K 0.71% 41

Other funds holding NBFR

VWA
Visionary Wealth Advisors O'fallon, Illinois $2.53B AUM 24.4% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 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

Winnow Wealth's NBFR Position: Q2 2026 in Review

Winnow Wealth increased its Innovator Nasdaq-100 Managed 10 Buffer ETF (NBFR) stake by 6% in Q2 2026, buying an estimated $59.3K and bringing the position to 40,298 shares worth $1.1M. The position accounts for 0.75% of the portfolio, ranked #33.

Winnow Wealth 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.

  • Winnow Wealth held 40,298 shares of Innovator Nasdaq-100 Managed 10 Buffer ETF worth $1.1M as of Q2 2026.
  • Winnow Wealth bought 2,283 Innovator Nasdaq-100 Managed 10 Buffer ETF shares in Q2 2026, an estimated $59.3K.
  • Innovator Nasdaq-100 Managed 10 Buffer ETF made up 0.75% of Winnow Wealth's portfolio in Q2 2026, its #33 holding.
  • Winnow Wealth 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 Winnow Wealth's 13F filing for Q2 2026, filed 22 Jul 2026.