Fortune Financial Group’s Innovator US Equity Buffer ETF February BFEB Stock Holding History

Fortune Financial Group’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	$311K	Hold	5,900	–	–	0.24%	85
2026 Q1	$281K	Hold	5,900	–	–	0.25%	67
2025 Q4	$295K	Buy	+5,900	New	+$282K	0.29%	72

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

Fortune Financial Group's BFEB Position: Q2 2026 in Review

Fortune Financial Group held its Innovator US Equity Buffer ETF February (BFEB) position steady in Q2 2026 at 5,900 shares worth $311K. The position accounts for 0.24% of the portfolio, ranked #85.

Fortune Financial Group first reported a position in BFEB in Q4 2025 and has held it in 3 quarters since. 103 funds tracked by Wall St. Rank hold BFEB as of Q2 2026.

Fortune Financial Group held 5,900 shares of Innovator US Equity Buffer ETF February worth $311K as of Q2 2026.
Fortune Financial Group left its Innovator US Equity Buffer ETF February share count unchanged in Q2 2026.
Innovator US Equity Buffer ETF February made up 0.24% of Fortune Financial Group's portfolio in Q2 2026, its #85 holding.
Fortune Financial Group first reported a position in Innovator US Equity Buffer ETF February in Q4 2025 and has held it in 3 quarters since.
103 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF February as of Q2 2026.

Based on Fortune Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.