Bedel Financial Consulting’s Innovator US Equity Buffer ETF February BFEB Stock Holding History

Bedel Financial Consulting’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
2022 Q2	–	Sell	-104	Closed	-$3K	–	266
2022 Q1	$3K	Hold	104	–	–	﹤0.01%	820
2021 Q4	$3K	Hold	104	–	–	﹤0.01%	830
2021 Q3	$3K	Hold	104	–	–	﹤0.01%	831
2021 Q2	$3K	Hold	104	–	–	﹤0.01%	819
2021 Q1	$3K	Buy	+104	New	+$2.93K	﹤0.01%	792

Other funds holding BFEB

RTS

Round Table Services Westfield, New Jersey $508M AUM 16.36% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

VBFP

Valtinson Bruner Financial Planning New Brighton, Minnesota $364M AUM 9.63% 1-Year Est. Return

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Bellwether Advisors Lincoln, Nebraska $590M AUM 35.66% 1-Year Est. Return

Bedel Financial Consulting's BFEB Position: Q2 2022 in Review

Bedel Financial Consulting sold out of Innovator US Equity Buffer ETF February (BFEB) in Q2 2022, closing a stake of 104 shares — an estimated $3K sold.

Bedel Financial Consulting first reported a position in BFEB in Q1 2021 and held it in 5 quarters. The position peaked at $3K in Q1 2022. 53 funds tracked by Wall St. Rank hold BFEB as of Q2 2022.

Bedel Financial Consulting reported no remaining Innovator US Equity Buffer ETF February position as of Q2 2022 after selling out during the quarter.
Bedel Financial Consulting sold 104 Innovator US Equity Buffer ETF February shares in Q2 2022, an estimated $3K.
Bedel Financial Consulting first reported a position in Innovator US Equity Buffer ETF February in Q1 2021 and held it in 5 quarters.
Bedel Financial Consulting's Innovator US Equity Buffer ETF February position peaked at $3K in Q1 2022.
53 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF February as of Q2 2022.

Based on Bedel Financial Consulting's 13F filing for Q2 2022, filed 4 Aug 2022.