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Clear Point Advisors’s Innovator US Equity Buffer ETF February BFEB Stock Holding History

Clear Point Advisors’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
2024
Q4 		– Sell
-1,925
Closed -$80.8K – 147
2024
Q3 		$80.8K Hold
1,925
– – 0.06% 162
2024
Q2 		$78.2K Hold
1,925
– – 0.06% 158
2024
Q1 		$75.6K Hold
1,925
– – 0.06% 162
2023
Q4 		$70.5K Buy
+1,925
New +$66.5K 0.06% 160

Other funds holding BFEB

PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
MPCL
My Personal CFO LLC Vancouver, Washington $228M AUM 14.34% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
BA
Bellwether Advisors Lincoln, Nebraska $590M AUM 35.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
HighTower Advisors
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

Clear Point Advisors's BFEB Position: Q4 2024 in Review

Clear Point Advisors sold out of Innovator US Equity Buffer ETF February (BFEB) in Q4 2024, closing a stake of 1,925 shares — an estimated $80.8K sold.

Clear Point Advisors first reported a position in BFEB in Q4 2023 and held it in 4 quarters. The position peaked at $80.8K in Q3 2024. 77 funds tracked by Wall St. Rank hold BFEB as of Q4 2024.

  • Clear Point Advisors reported no remaining Innovator US Equity Buffer ETF February position as of Q4 2024 after selling out during the quarter.
  • Clear Point Advisors sold 1,925 Innovator US Equity Buffer ETF February shares in Q4 2024, an estimated $80.8K.
  • Clear Point Advisors first reported a position in Innovator US Equity Buffer ETF February in Q4 2023 and held it in 4 quarters.
  • Clear Point Advisors's Innovator US Equity Buffer ETF February position peaked at $80.8K in Q3 2024.
  • 77 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF February as of Q4 2024.

Based on Clear Point Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.