IMG Wealth Management’s Innovator US Equity Buffer ETF February BFEB Stock Holding History

IMG Wealth Management’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	$317K	Hold	6,028	–	–	0.18%	69
2026 Q1	$288K	Buy	+6,028	New	+$295K	0.18%	66

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 $103B AUM 28.65% 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

IMG Wealth Management's BFEB Position: Q2 2026 in Review

IMG Wealth Management held its Innovator US Equity Buffer ETF February (BFEB) position steady in Q2 2026 at 6,028 shares worth $317K. The position accounts for 0.18% of the portfolio, ranked #69.

IMG Wealth Management first reported a position in BFEB in Q1 2026 and has held it in 2 quarters since. 101 funds tracked by Wall St. Rank hold BFEB as of Q2 2026.

IMG Wealth Management held 6,028 shares of Innovator US Equity Buffer ETF February worth $317K as of Q2 2026.
IMG Wealth Management left its Innovator US Equity Buffer ETF February share count unchanged in Q2 2026.
Innovator US Equity Buffer ETF February made up 0.18% of IMG Wealth Management's portfolio in Q2 2026, its #69 holding.
IMG Wealth Management first reported a position in Innovator US Equity Buffer ETF February in Q1 2026 and has held it in 2 quarters since.
101 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF February as of Q2 2026.

Based on IMG Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.