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

Larson 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
2026 Q2	$10.3K	Sell	196 -30	-13%	-$1.54K	﹤0.01%	2391
2026 Q1	$10.8K	Hold	226	–	–	﹤0.01%	2203
2025 Q4	$11K	Hold	226	–	–	﹤0.01%	2068
2025 Q3	$10.7K	Sell	226 -249	-52%	-$11.4K	﹤0.01%	1982
2025 Q2	$21.2K	Hold	475	–	–	﹤0.01%	1464
2025 Q1	$19.7K	Hold	475	–	–	﹤0.01%	1379
2024 Q4	$20.5K	Hold	475	–	–	﹤0.01%	1212
2024 Q3	$19.9K	Sell	475 -378	-44%	-$15.5K	﹤0.01%	1212
2024 Q2	$34.7K	Sell	853 -3,217	-79%	-$127K	﹤0.01%	895
2024 Q1	$160K	Hold	4,070	–	–	0.01%	457
2023 Q4	$149K	Sell	4,070 -180	-4%	-$6.22K	0.01%	415
2023 Q3	$142K	Hold	4,250	–	–	0.01%	386
2023 Q2	$145K	Sell	4,250 -823	-16%	-$26.9K	0.01%	374
2023 Q1	$162K	Buy	5,073 +330	+7%	+$10.3K	0.02%	344
2022 Q4	$142K	Buy	+4,743	New	+$140K	0.02%	347

Other funds holding BFEB

Brookstone Capital Management Wheaton, Illinois $10B AUM 23.61% 1-Year Est. Return

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

Talon Private Wealth The Villages, Florida $855M AUM

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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 $279M AUM 23.15% 1-Year Est. Return

Larson Financial Group's BFEB Position: Q2 2026 in Review

Larson Financial Group reduced its Innovator US Equity Buffer ETF February (BFEB) stake by 13% in Q2 2026, selling an estimated $1.54K and leaving 196 shares worth $10.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2391.

Larson Financial Group first reported a position in BFEB in Q4 2022 and has held it in 15 quarters since. The position peaked at $162K in Q1 2023. 103 funds tracked by Wall St. Rank hold BFEB as of Q2 2026.

Larson Financial Group held 196 shares of Innovator US Equity Buffer ETF February worth $10.3K as of Q2 2026.
Larson Financial Group sold 30 Innovator US Equity Buffer ETF February shares in Q2 2026, an estimated $1.54K.
Innovator US Equity Buffer ETF February made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #2391 holding.
Larson Financial Group first reported a position in Innovator US Equity Buffer ETF February in Q4 2022 and has held it in 15 quarters since.
Larson Financial Group's Innovator US Equity Buffer ETF February position peaked at $162K in Q1 2023.
103 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF February as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.