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Leelyn Smith’s Innovator US Equity Buffer ETF February BFEB Stock Holding History

Leelyn Smith’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
2023
Q1 		– Sell
-450
Closed -$13.5K – 140
2022
Q4 		$13.5K Buy
+450
New +$13.3K ﹤0.01% 294

Other funds holding BFEB

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
AGA
Accuvest Global Advisors Provo, Utah $107M AUM 6.41% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
VBFP
Valtinson Bruner Financial Planning New Brighton, Minnesota $364M AUM 9.63% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

Leelyn Smith's BFEB Position: Q1 2023 in Review

Leelyn Smith sold out of Innovator US Equity Buffer ETF February (BFEB) in Q1 2023, closing a stake of 450 shares — an estimated $13.5K sold.

Leelyn Smith first reported a position in BFEB in Q4 2022 and held it in 1 quarter. The position peaked at $13.5K in Q4 2022. 78 funds tracked by Wall St. Rank hold BFEB as of Q1 2023.

  • Leelyn Smith reported no remaining Innovator US Equity Buffer ETF February position as of Q1 2023 after selling out during the quarter.
  • Leelyn Smith sold 450 Innovator US Equity Buffer ETF February shares in Q1 2023, an estimated $13.5K.
  • Leelyn Smith first reported a position in Innovator US Equity Buffer ETF February in Q4 2022 and held it in 1 quarter.
  • Leelyn Smith's Innovator US Equity Buffer ETF February position peaked at $13.5K in Q4 2022.
  • 78 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF February as of Q1 2023.

Based on Leelyn Smith's 13F filing for Q1 2023, filed 12 May 2023.