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 Q2	$493K	Hold	9,363	–	–	0.06%	196
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 $13B AUM 71.84% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

TPW

Talon Private Wealth The Villages, Florida $855M AUM

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BMM

Berkshire Money Management Dalton, Massachusetts $1.09B AUM 20.64% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

MPCL

My Personal CFO LLC Vancouver, Washington $256M AUM 22.12% 1-Year Est. Return

CRA Financial Services's BFEB Position: Q2 2026 in Review

CRA Financial Services held its Innovator US Equity Buffer ETF February (BFEB) position steady in Q2 2026 at 9,363 shares worth $493K. The position accounts for 0.06% of the portfolio, ranked #196.

CRA Financial Services first reported a position in BFEB in Q1 2024 and has held it in 10 quarters since. The position peaked at $508K in Q3 2025. 103 funds tracked by Wall St. Rank hold BFEB as of Q2 2026.

CRA Financial Services held 9,363 shares of Innovator US Equity Buffer ETF February worth $493K as of Q2 2026.
CRA Financial Services left its Innovator US Equity Buffer ETF February share count unchanged in Q2 2026.
Innovator US Equity Buffer ETF February made up 0.06% of CRA Financial Services's portfolio in Q2 2026, its #196 holding.
CRA Financial Services first reported a position in Innovator US Equity Buffer ETF February in Q1 2024 and has held it in 10 quarters since.
CRA Financial Services's Innovator US Equity Buffer ETF February position peaked at $508K in Q3 2025.
103 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF February as of Q2 2026.

Based on CRA Financial Services's 13F filing for Q2 2026, filed 24 Jul 2026.