Belpointe Asset Management’s Innovator U.S. Small Cap Power Buffer ETF - February KFEB Stock Holding History

Belpointe Asset Management’s Portfolio KFEB Stock Details KFEB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$563K	Sell	18,114 -155	-0.8%	-$4.65K	0.02%	684
2026 Q1	$513K	Buy	+18,269	New	+$522K	0.02%	679

Other funds holding KFEB

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cornerstone Wealth Greeneville, Tennessee $198M AUM

Belpointe Asset Management's KFEB Position: Q2 2026 in Review

Belpointe Asset Management reduced its Innovator U.S. Small Cap Power Buffer ETF - February (KFEB) stake by 0.85% in Q2 2026, selling an estimated $4.65K and leaving 18,114 shares worth $563K. The position accounts for 0.02% of the portfolio, ranked #684.

Belpointe Asset Management first reported a position in KFEB in Q1 2026 and has held it in 2 quarters since. 44 funds tracked by Wall St. Rank hold KFEB as of Q2 2026.

Belpointe Asset Management held 18,114 shares of Innovator U.S. Small Cap Power Buffer ETF - February worth $563K as of Q2 2026.
Belpointe Asset Management sold 155 Innovator U.S. Small Cap Power Buffer ETF - February shares in Q2 2026, an estimated $4.65K.
Innovator U.S. Small Cap Power Buffer ETF - February made up 0.02% of Belpointe Asset Management's portfolio in Q2 2026, its #684 holding.
Belpointe Asset Management first reported a position in Innovator U.S. Small Cap Power Buffer ETF - February in Q1 2026 and has held it in 2 quarters since.
44 funds tracked by Wall St. Rank held Innovator U.S. Small Cap Power Buffer ETF - February as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.