Keystone Wealth Services’s Innovator US Equity Buffer ETF February BFEB Stock Holding History

Keystone Wealth Services’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	$388K	Hold	7,365	–	–	0.07%	229
2026 Q1	$351K	Buy	7,365 +465	+7%	+$22.8K	0.08%	229
2025 Q4	$336K	Hold	6,900	–	–	0.07%	195
2025 Q3	$326K	Hold	6,900	–	–	0.07%	234
2025 Q2	$308K	Buy	+6,900	New	+$291K	0.07%	228

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

Keystone Wealth Services's BFEB Position: Q2 2026 in Review

Keystone Wealth Services held its Innovator US Equity Buffer ETF February (BFEB) position steady in Q2 2026 at 7,365 shares worth $388K. The position accounts for 0.07% of the portfolio, ranked #229.

Keystone Wealth Services first reported a position in BFEB in Q2 2025 and has held it in 5 quarters since. 101 funds tracked by Wall St. Rank hold BFEB as of Q2 2026.

Keystone Wealth Services held 7,365 shares of Innovator US Equity Buffer ETF February worth $388K as of Q2 2026.
Keystone Wealth Services left its Innovator US Equity Buffer ETF February share count unchanged in Q2 2026.
Innovator US Equity Buffer ETF February made up 0.07% of Keystone Wealth Services's portfolio in Q2 2026, its #229 holding.
Keystone Wealth Services first reported a position in Innovator US Equity Buffer ETF February in Q2 2025 and has held it in 5 quarters since.
101 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF February as of Q2 2026.

Based on Keystone Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.