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 Q1	$513K	Buy	+18,269	New	+$522K	0.02%	679

Other funds holding KFEB

PCS

Personal CFO Solutions Chester, New Jersey $712M AUM 25.3% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

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

Belpointe Asset Management's KFEB Position: Q1 2026 in Review

Belpointe Asset Management opened a new position in Innovator U.S. Small Cap Power Buffer ETF - February (KFEB) in Q1 2026: 18,269 shares worth $513K. The stake represents 0.02% of the portfolio and ranks #679 among its holdings.

52 funds tracked by Wall St. Rank hold KFEB as of Q1 2026.

Belpointe Asset Management held 18,269 shares of Innovator U.S. Small Cap Power Buffer ETF - February worth $513K as of Q1 2026.
Innovator U.S. Small Cap Power Buffer ETF - February was a new Belpointe Asset Management position in Q1 2026.
Innovator U.S. Small Cap Power Buffer ETF - February made up 0.02% of Belpointe Asset Management's portfolio in Q1 2026, its #679 holding.
52 funds tracked by Wall St. Rank held Innovator U.S. Small Cap Power Buffer ETF - February as of Q1 2026.

Based on Belpointe Asset Management's 13F filing for Q1 2026, filed 28 Apr 2026.