XBFRInnovator Equity Managed 10 Buffer ETF
Seeks capital appreciation while limiting losses experienced by investors.
Launched 2026
Annual Cost
—
Fund Size
—
Return (1Y)
N/A
Track Record
7 months
#5,201 of 6,040 · young
Performance
Total-return NAV · USDGrowth of $10,000
$10,602+6.0%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundAsset class
AlternativeRegion
North americaStrategy
Structured outcome
Index tracked
S&P 500 Price Return Index
Holdings
By weightConcentration
Top 10 holdings = 38.8% of funddiversified
NVIDIA Corp
7.5%
Apple Inc
6.5%
Microsoft Corp
5.1%
Amazon.com Inc
4.2%
Alphabet Inc
3.6%
Alphabet Inc
3.1%
Broadcom Inc
3.1%
Meta Platforms Inc
2.0%
US BANK MMDA - USBGFS 9
1.9%
Tesla Inc
1.9%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
N/A
Max drawdown
-4.1%Mild
Worst peak-to-trough loss
Sharpe (3Y)
Unavailable
Needs 3+ years of history
Sortino (3Y)
Not yet
Needs 3+ years of history
Listing
- Exchange
- NYSE American, NYSE Arca
Full fund details
- Objective
- Seeks capital appreciation while limiting losses experienced by investors.
- Strategy
- Actively manages a portfolio primarily invested in equity securities and options to provide capital appreciation through uncapped participation in large-capitalization U.S. equity markets while implementing a strategy to limit losses. The Fund targets investments in U.S. large capitalization companies.
- Inception date
- February 24, 2026
Similar funds
Same asset class, closest by strategy & exposureNext steps
Save XBFR to compare it with other funds, or start building a portfolio.
Data updated on 2026-09-18