Legacy Investment Solutions’s Innovator US Equity Buffer ETF February BFEB Stock Holding History

Legacy Investment Solutions’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 Q2	$7.37K	Buy	+165	New	+$6.95K	﹤0.01%	355

Other funds holding BFEB

SCA

Stuart Chaussee & Associates Palos Verdes Estates, California $458M AUM 15.9% 1-Year Est. Return

BCM

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

PCM

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

BMM

Berkshire Money Management Dalton, Massachusetts $1.09B AUM 20.64% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

MPCL

My Personal CFO LLC Vancouver, Washington $256M AUM 22.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Legacy Investment Solutions's BFEB Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in Innovator US Equity Buffer ETF February (BFEB) in Q2 2025: 165 shares worth $7.37K. The stake represents ﹤0.01% of the portfolio and ranks #355 among its holdings.

92 funds tracked by Wall St. Rank hold BFEB as of Q2 2025.

Legacy Investment Solutions held 165 shares of Innovator US Equity Buffer ETF February worth $7.37K as of Q2 2025.
Innovator US Equity Buffer ETF February was a new Legacy Investment Solutions position in Q2 2025.
Innovator US Equity Buffer ETF February made up ﹤0.01% of Legacy Investment Solutions's portfolio in Q2 2025, its #355 holding.
92 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF February as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.