CFS
BFEB icon

CRA Financial Services’s Innovator US Equity Buffer ETF February BFEB Stock Holding History

CRA Financial Services’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
2026
Q1 		$447K Sell
9,363
-230
-2% -$11.3K 0.06% 193
2025
Q4 		$467K Sell
9,593
-1,150
-11% -$55K 0.06% 181
2025
Q3 		$508K Hold
10,743
– – 0.07% 165
2025
Q2 		$480K Hold
10,743
– – 0.07% 168
2025
Q1 		$446K Buy
10,743
+2,595
+32% +$111K 0.08% 160
2024
Q4 		$351K Sell
8,148
-500
-6% -$21.3K 0.06% 181
2024
Q3 		$363K Hold
8,648
– – 0.07% 168
2024
Q2 		$351K Sell
8,648
-800
-8% -$31.6K 0.07% 160
2024
Q1 		$371K Buy
+9,448
New +$359K 0.08% 148

Other funds holding BFEB

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
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
BMM
Berkshire Money Management Dalton, Massachusetts $976M AUM 13.87% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
MPCL
My Personal CFO LLC Vancouver, Washington $228M AUM 14.34% 1-Year Est. Return
MSA
McAlister Sweet & Associates Houston, Texas $187M AUM 26.27% 1-Year Est. Return