BBPWM
KFEB

Blue Bell Private Wealth Management’s Innovator U.S. Small Cap Power Buffer ETF - February KFEB Stock Holding History

Blue Bell Private Wealth 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 		$12.4K Buy
+400
New +$12K ﹤0.01% 569

Other funds holding KFEB

Raymond James Financial
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Commonwealth Equity Services
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
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
CW
Cornerstone Wealth Greeneville, Tennessee $198M AUM

Blue Bell Private Wealth Management's KFEB Position: Q2 2026 in Review

Blue Bell Private Wealth Management opened a new position in Innovator U.S. Small Cap Power Buffer ETF - February (KFEB) in Q2 2026: 400 shares worth $12.4K. The stake represents ﹤0.01% of the portfolio and ranks #569 among its holdings.

44 funds tracked by Wall St. Rank hold KFEB as of Q2 2026.

  • Blue Bell Private Wealth Management held 400 shares of Innovator U.S. Small Cap Power Buffer ETF - February worth $12.4K as of Q2 2026.
  • Innovator U.S. Small Cap Power Buffer ETF - February was a new Blue Bell Private Wealth Management position in Q2 2026.
  • Innovator U.S. Small Cap Power Buffer ETF - February made up ﹤0.01% of Blue Bell Private Wealth Management's portfolio in Q2 2026, its #569 holding.
  • 44 funds tracked by Wall St. Rank held Innovator U.S. Small Cap Power Buffer ETF - February as of Q2 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.