Legacy Wealth Management (Idaho)’s Innovator US Equity Buffer ETF February BFEB Stock Holding History

Legacy Wealth Management (Idaho)’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	–	Sell	-106	Closed	-$5.06K	–	271
2026 Q1	$5.06K	Sell	106 -56	-35%	-$2.74K	﹤0.01%	618
2025 Q4	$7.88K	Sell	162 -1	-0.6%	-$48	﹤0.01%	464
2025 Q3	$7.7K	Sell	163 -2	-1%	-$92	﹤0.01%	377
2025 Q2	$7.37K	Hold	165	–	–	﹤0.01%	355
2025 Q1	$6.85K	Buy	+165	New	+$7.08K	﹤0.01%	388

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 $103B AUM 28.65% 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

Legacy Wealth Management (Idaho)'s BFEB Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of Innovator US Equity Buffer ETF February (BFEB) in Q2 2026, closing a stake of 106 shares — an estimated $5.06K sold.

Legacy Wealth Management (Idaho) first reported a position in BFEB in Q1 2025 and held it in 5 quarters. The position peaked at $7.88K in Q4 2025. 101 funds tracked by Wall St. Rank hold BFEB as of Q2 2026.

Legacy Wealth Management (Idaho) reported no remaining Innovator US Equity Buffer ETF February position as of Q2 2026 after selling out during the quarter.
Legacy Wealth Management (Idaho) sold 106 Innovator US Equity Buffer ETF February shares in Q2 2026, an estimated $5.06K.
Legacy Wealth Management (Idaho) first reported a position in Innovator US Equity Buffer ETF February in Q1 2025 and held it in 5 quarters.
Legacy Wealth Management (Idaho)'s Innovator US Equity Buffer ETF February position peaked at $7.88K in Q4 2025.
101 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF February as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.