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

JDM 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
2025 Q4	–	Sell	-450	Closed	-$21.3K	–	254
2025 Q3	$21.3K	Hold	450	–	–	0.01%	130
2025 Q2	$20.1K	Hold	450	–	–	0.01%	131
2025 Q1	$18.7K	Hold	450	–	–	0.01%	128
2024 Q4	$19.4K	Hold	450	–	–	0.01%	130
2024 Q3	$18.9K	Hold	450	–	–	0.01%	130
2024 Q2	$18.3K	Hold	450	–	–	0.01%	117
2024 Q1	$17.7K	Hold	450	–	–	0.01%	114
2023 Q4	$16.5K	Hold	450	–	–	0.01%	110
2023 Q3	$15K	Hold	450	–	–	0.01%	111
2023 Q2	$15.4K	Sell	450 -13	-3%	-$425	0.01%	111
2023 Q1	$14.8K	Buy	463 +13	+3%	+$406	0.01%	116
2022 Q4	$13.5K	Buy	+450	New	+$13.3K	0.01%	115

Other funds holding BFEB

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

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

BMM

Berkshire Money Management Dalton, Massachusetts $976M AUM 13.87% 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

MPCL

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

Bellwether Advisors Lincoln, Nebraska $590M AUM 35.66% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

JDM Financial Group's BFEB Position: Q4 2025 in Review

JDM Financial Group sold out of Innovator US Equity Buffer ETF February (BFEB) in Q4 2025, closing a stake of 450 shares — an estimated $21.3K sold.

JDM Financial Group first reported a position in BFEB in Q4 2022 and held it in 12 quarters. The position peaked at $21.3K in Q3 2025. 88 funds tracked by Wall St. Rank hold BFEB as of Q4 2025.

JDM Financial Group reported no remaining Innovator US Equity Buffer ETF February position as of Q4 2025 after selling out during the quarter.
JDM Financial Group sold 450 Innovator US Equity Buffer ETF February shares in Q4 2025, an estimated $21.3K.
JDM Financial Group first reported a position in Innovator US Equity Buffer ETF February in Q4 2022 and held it in 12 quarters.
JDM Financial Group's Innovator US Equity Buffer ETF February position peaked at $21.3K in Q3 2025.
88 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF February as of Q4 2025.

Based on JDM Financial Group's 13F filing for Q4 2025, filed 2 Feb 2026.