BFG
KFEB

Berger Financial Group’s Innovator U.S. Small Cap Power Buffer ETF - February KFEB Stock Holding History

Berger Financial Group’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 		$243K Buy
+8,666
New +$248K 0.01% 407

Other funds holding KFEB

PCS
Personal CFO Solutions Chester, New Jersey $712M AUM 25.3% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
HI
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
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Berger Financial Group's KFEB Position: Q1 2026 in Review

Berger Financial Group opened a new position in Innovator U.S. Small Cap Power Buffer ETF - February (KFEB) in Q1 2026: 8,666 shares worth $243K. The stake represents 0.01% of the portfolio and ranks #407 among its holdings.

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

  • Berger Financial Group held 8,666 shares of Innovator U.S. Small Cap Power Buffer ETF - February worth $243K as of Q1 2026.
  • Innovator U.S. Small Cap Power Buffer ETF - February was a new Berger Financial Group position in Q1 2026.
  • Innovator U.S. Small Cap Power Buffer ETF - February made up 0.01% of Berger Financial Group's portfolio in Q1 2026, its #407 holding.
  • 52 funds tracked by Wall St. Rank held Innovator U.S. Small Cap Power Buffer ETF - February as of Q1 2026.

Based on Berger Financial Group's 13F filing for Q1 2026, filed 28 Apr 2026.