Institutional & Family Asset Management’s Innovator US Equity Buffer ETF February BFEB Stock Holding History

Institutional & Family Asset 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
2021 Q4	–	Sell	-645	Closed	-$20K	–	806
2021 Q3	$20K	Hold	645	–	–	﹤0.01%	449
2021 Q2	$20K	Hold	645	–	–	﹤0.01%	477
2021 Q1	$19K	Buy	+645	New	+$18.1K	﹤0.01%	487

Other funds holding BFEB

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

VBFP

Valtinson Bruner Financial Planning New Brighton, Minnesota $364M AUM 9.63% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

DFA

DHJJ Financial Advisors Naperville, Illinois $302M AUM 16.88% 1-Year Est. Return

MPCL

My Personal CFO LLC Vancouver, Washington $228M AUM 14.34% 1-Year Est. Return

BPA

Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Institutional & Family Asset Management's BFEB Position: Q4 2021 in Review

Institutional & Family Asset Management sold out of Innovator US Equity Buffer ETF February (BFEB) in Q4 2021, closing a stake of 645 shares — an estimated $20K sold.

Institutional & Family Asset Management first reported a position in BFEB in Q1 2021 and held it in 3 quarters. The position peaked at $20K in Q3 2021. 38 funds tracked by Wall St. Rank hold BFEB as of Q4 2021.

Institutional & Family Asset Management reported no remaining Innovator US Equity Buffer ETF February position as of Q4 2021 after selling out during the quarter.
Institutional & Family Asset Management sold 645 Innovator US Equity Buffer ETF February shares in Q4 2021, an estimated $20K.
Institutional & Family Asset Management first reported a position in Innovator US Equity Buffer ETF February in Q1 2021 and held it in 3 quarters.
Institutional & Family Asset Management's Innovator US Equity Buffer ETF February position peaked at $20K in Q3 2021.
38 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF February as of Q4 2021.

Based on Institutional & Family Asset Management's 13F filing for Q4 2021, filed 14 Feb 2022.