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 Q3	$164K	Sell	3,035 -40	-1%	-$2.14K	﹤0.01%	1660
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

MPCL

My Personal CFO LLC Vancouver, Washington $279M AUM 23.15% 1-Year Est. Return

MSA

McAlister Sweet & Associates Houston, Texas $158M AUM 19.09% 1-Year Est. Return

TWM

TopTier Wealth Management Muskego, Wisconsin $171M AUM 14.02% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Fragasso Financial Advisors Sewickley, Pennsylvania $1.99B AUM 16.69% 1-Year Est. Return

Lantz Financial Naperville, Illinois $549M AUM 18.02% 1-Year Est. Return

PIAS

PCA Investment Advisory Services Cincinnati, Ohio $368M AUM 14.36% 1-Year Est. Return

Chris Bulman Roseville, California $285M AUM 15.3% 1-Year Est. Return

WCG

Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

IFP Advisors's BFEB Position: Q3 2026 in Review

IFP Advisors reduced its Innovator US Equity Buffer ETF February (BFEB) stake by 1.3% in Q3 2026, selling an estimated $2.14K and leaving 3,035 shares worth $164K. The position accounts for ﹤0.01% of the portfolio, ranked #1660.

IFP Advisors first reported a position in BFEB in Q3 2020 and has held it in 20 quarters since. The position peaked at $342K in Q2 2022. 20 funds tracked by Wall St. Rank hold BFEB as of Q3 2026.

IFP Advisors held 3,035 shares of Innovator US Equity Buffer ETF February worth $164K as of Q3 2026.
IFP Advisors sold 40 Innovator US Equity Buffer ETF February shares in Q3 2026, an estimated $2.14K.
Innovator US Equity Buffer ETF February made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #1660 holding.
IFP Advisors first reported a position in Innovator US Equity Buffer ETF February in Q3 2020 and has held it in 20 quarters since.
IFP Advisors's Innovator US Equity Buffer ETF February position peaked at $342K in Q2 2022.
20 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF February as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.