IFP Advisors’s Innovator US Equity Buffer ETF February BFEB Stock Holding History

IFP Advisors’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	$162K	Hold	3,075	–	–	﹤0.01%	1656
2026 Q1	$147K	Sell	3,075 -427	-12%	-$20.9K	﹤0.01%	1574
2025 Q4	$170K	Hold	3,502	–	–	﹤0.01%	1456
2025 Q3	$165K	Hold	3,502	–	–	﹤0.01%	1386
2025 Q2	$156K	Buy	3,502 +1,278	+57%	+$53.9K	﹤0.01%	1389
2025 Q1	$92.4K	Buy	+2,224	New	+$95.4K	﹤0.01%	1571
2024 Q4	–	Sell	-500	Closed	-$21K	–	4596
2024 Q3	$21K	Buy	+500	New	+$20.5K	﹤0.01%	2128
2023 Q3	–	Sell	-300	Closed	-$10.3K	–	3317
2023 Q2	$10.3K	Sell	300 -8,285	-97%	-$271K	﹤0.01%	2295
2023 Q1	$212K	Sell	8,585 -5,183	-38%	-$162K	0.01%	927
2022 Q4	$340K	Sell	13,768 -39	-0.3%	-$1.16K	0.01%	1079
2022 Q3	$341K	Sell	13,807 -40	-0.3%	-$1.19K	0.01%	1122
2022 Q2	$342K	Hold	13,847	–	–	0.01%	1008
2022 Q1	$342K	Buy	13,847 +4,659	+51%	+$148K	0.01%	1008
2021 Q4	$295K	Hold	9,188	–	–	0.01%	788
2021 Q3	$284K	Sell	9,188 -1,075	-10%	-$33.3K	0.01%	799
2021 Q2	$317K	Hold	10,263	–	–	0.01%	701
2021 Q1	$298K	Sell	10,263 -1,801	-15%	-$50.7K	0.01%	680
2020 Q4	$329K	Hold	12,064	–	–	0.01%	631
2020 Q3	$306K	Buy	+12,064	New	+$303K	0.02%	566

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

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

MSA

McAlister Sweet & Associates Houston, Texas $187M AUM 26.27% 1-Year Est. Return

IFP Advisors's BFEB Position: Q2 2026 in Review

IFP Advisors held its Innovator US Equity Buffer ETF February (BFEB) position steady in Q2 2026 at 3,075 shares worth $162K. The position accounts for ﹤0.01% of the portfolio, ranked #1656.

IFP Advisors first reported a position in BFEB in Q3 2020 and has held it in 19 quarters since. The position peaked at $342K in Q2 2022. 101 funds tracked by Wall St. Rank hold BFEB as of Q2 2026.

IFP Advisors held 3,075 shares of Innovator US Equity Buffer ETF February worth $162K as of Q2 2026.
IFP Advisors 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 IFP Advisors's portfolio in Q2 2026, its #1656 holding.
IFP Advisors first reported a position in Innovator US Equity Buffer ETF February in Q3 2020 and has held it in 19 quarters since.
IFP Advisors's Innovator US Equity Buffer ETF February position peaked at $342K in Q2 2022.
101 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF February as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.