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Action Point Financial Planning’s Innovator US Equity Buffer ETF February BFEB Stock Holding History

Action Point Financial Planning’s Portfolio BFEB Stock Details BFEB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.42K Buy
+46
New +$2.37K ﹤0.01% 2169

Other funds holding BFEB

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BMM
Berkshire Money Management Dalton, Massachusetts $1.09B AUM 20.64% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
MPCL
My Personal CFO LLC Vancouver, Washington $256M AUM 22.12% 1-Year Est. Return
MSA
McAlister Sweet & Associates Houston, Texas $187M AUM 26.27% 1-Year Est. Return

Action Point Financial Planning's BFEB Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Innovator US Equity Buffer ETF February (BFEB) in Q2 2026: 46 shares worth $2.42K. The stake represents ﹤0.01% of the portfolio and ranks #2169 among its holdings.

101 funds tracked by Wall St. Rank hold BFEB as of Q2 2026.

  • Action Point Financial Planning held 46 shares of Innovator US Equity Buffer ETF February worth $2.42K as of Q2 2026.
  • Innovator US Equity Buffer ETF February was a new Action Point Financial Planning position in Q2 2026.
  • Innovator US Equity Buffer ETF February made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #2169 holding.
  • 101 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF February as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.