Lido Advisors
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Lido Advisors’s Innovator US Equity Buffer ETF February BFEB Stock Holding History

Lido Advisors’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
-16,700
Closed -$797K – 2138
2026
Q1 		$797K Buy
+16,700
New +$818K ﹤0.01% 1073

Other funds holding BFEB

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PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Envestnet Asset Management
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HighTower Advisors
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

Lido Advisors's BFEB Position: Q2 2026 in Review

Lido Advisors sold out of Innovator US Equity Buffer ETF February (BFEB) in Q2 2026, closing a stake of 16,700 shares — an estimated $797K sold.

Lido Advisors first reported a position in BFEB in Q1 2026 and held it in 1 quarter. The position peaked at $797K in Q1 2026. 101 funds tracked by Wall St. Rank hold BFEB as of Q2 2026.

  • Lido Advisors reported no remaining Innovator US Equity Buffer ETF February position as of Q2 2026 after selling out during the quarter.
  • Lido Advisors sold 16,700 Innovator US Equity Buffer ETF February shares in Q2 2026, an estimated $797K.
  • Lido Advisors first reported a position in Innovator US Equity Buffer ETF February in Q1 2026 and held it in 1 quarter.
  • Lido Advisors's Innovator US Equity Buffer ETF February position peaked at $797K in Q1 2026.
  • 101 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF February as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.