Creative Financial Designs’s Innovator US Equity Buffer ETF February BFEB Stock Holding History

Creative Financial Designs’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	$155K	Hold	2,950	–	–	0.01%	673
2026 Q1	$141K	Hold	2,950	–	–	0.01%	605
2025 Q4	$144K	Hold	2,950	–	–	0.01%	562
2025 Q3	$139K	Hold	2,950	–	–	0.01%	556
2025 Q2	$132K	Hold	2,950	–	–	0.01%	600
2025 Q1	$123K	Buy	2,950 +700	+31%	+$30K	0.01%	559
2024 Q4	$96.9K	Hold	2,250	–	–	0.01%	612
2024 Q3	$94.4K	Hold	2,250	–	–	0.01%	608
2024 Q2	$91.4K	Hold	2,250	–	–	0.01%	600
2024 Q1	$88.4K	Buy	2,250 +1,000	+80%	+$38K	0.01%	597
2023 Q4	$45.8K	Hold	1,250	–	–	﹤0.01%	711
2023 Q3	$41.6K	Hold	1,250	–	–	﹤0.01%	674
2023 Q2	$42.7K	Hold	1,250	–	–	0.01%	669
2023 Q1	$40K	Buy	+1,250	New	+$39K	0.01%	649

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 22.9% 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

Creative Financial Designs's BFEB Position: Q2 2026 in Review

Creative Financial Designs held its Innovator US Equity Buffer ETF February (BFEB) position steady in Q2 2026 at 2,950 shares worth $155K. The position accounts for 0.01% of the portfolio, ranked #673.

Creative Financial Designs first reported a position in BFEB in Q1 2023 and has held it in 14 quarters since. 103 funds tracked by Wall St. Rank hold BFEB as of Q2 2026.

Creative Financial Designs held 2,950 shares of Innovator US Equity Buffer ETF February worth $155K as of Q2 2026.
Creative Financial Designs left its Innovator US Equity Buffer ETF February share count unchanged in Q2 2026.
Innovator US Equity Buffer ETF February made up 0.01% of Creative Financial Designs's portfolio in Q2 2026, its #673 holding.
Creative Financial Designs first reported a position in Innovator US Equity Buffer ETF February in Q1 2023 and has held it in 14 quarters since.
103 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF February as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.