Envestnet Asset Management
KFEB

Envestnet Asset Management’s Innovator U.S. Small Cap Power Buffer ETF - February KFEB Stock Holding History

Envestnet Asset 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
2025
Q2 		– Sell
-16,084
Closed -$382K – 4591
2025
Q1 		$382K Buy
+16,084
New +$394K ﹤0.01% 3783

Other funds holding KFEB

OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FA
Faithward Advisors Lancaster, Pennsylvania $701M AUM 32.17% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Envestnet Asset Management's KFEB Position: Q2 2025 in Review

Envestnet Asset Management sold out of Innovator U.S. Small Cap Power Buffer ETF - February (KFEB) in Q2 2025, closing a stake of 16,084 shares — an estimated $382K sold.

Envestnet Asset Management first reported a position in KFEB in Q1 2025 and held it in 1 quarter. The position peaked at $382K in Q1 2025. 30 funds tracked by Wall St. Rank hold KFEB as of Q2 2025.

  • Envestnet Asset Management reported no remaining Innovator U.S. Small Cap Power Buffer ETF - February position as of Q2 2025 after selling out during the quarter.
  • Envestnet Asset Management sold 16,084 Innovator U.S. Small Cap Power Buffer ETF - February shares in Q2 2025, an estimated $382K.
  • Envestnet Asset Management first reported a position in Innovator U.S. Small Cap Power Buffer ETF - February in Q1 2025 and held it in 1 quarter.
  • Envestnet Asset Management's Innovator U.S. Small Cap Power Buffer ETF - February position peaked at $382K in Q1 2025.
  • 30 funds tracked by Wall St. Rank held Innovator U.S. Small Cap Power Buffer ETF - February as of Q2 2025.

Based on Envestnet Asset Management's 13F filing for Q2 2025, filed 1 Aug 2025.