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Atria Wealth Solutions’s Innovator US Equity Buffer ETF February BFEB Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		$391K Buy
+8,728
New +$368K 0.01% 1039

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SCA
Stuart Chaussee & Associates Palos Verdes Estates, California $458M AUM 15.9% 1-Year Est. Return
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
BMM
Berkshire Money Management Dalton, Massachusetts $1.09B AUM 20.64% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
MPCL
My Personal CFO LLC Vancouver, Washington $256M AUM 22.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Atria Wealth Solutions's BFEB Position: Q2 2025 in Review

Atria Wealth Solutions opened a new position in Innovator US Equity Buffer ETF February (BFEB) in Q2 2025: 8,728 shares worth $391K. The stake represents 0.01% of the portfolio and ranks #1039 among its holdings.

92 funds tracked by Wall St. Rank hold BFEB as of Q2 2025.

  • Atria Wealth Solutions held 8,728 shares of Innovator US Equity Buffer ETF February worth $391K as of Q2 2025.
  • Innovator US Equity Buffer ETF February was a new Atria Wealth Solutions position in Q2 2025.
  • Innovator US Equity Buffer ETF February made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #1039 holding.
  • 92 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF February as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.