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Macroview Investment Management’s Innovator US Equity Buffer ETF February BFEB Stock Holding History

Macroview Investment Management’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
Q1 		– Sell
-31,291
Closed -$1.35M – 85
2024
Q4 		$1.35M Sell
31,291
-266
-0.8% -$11.3K 1.36% 24
2024
Q3 		$1.32M Buy
31,557
+619
+2% +$25.4K 1.29% 22
2024
Q2 		$1.26M Sell
30,938
-883
-3% -$34.9K 1.33% 22
2024
Q1 		$1.25M Buy
+31,821
New +$1.21M 1.37% 23

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 $8.52B AUM 37.76% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $518M AUM 17.96% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
MPCL
My Personal CFO LLC Vancouver, Washington $228M AUM 14.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Macroview Investment Management's BFEB Position: Q1 2025 in Review

Macroview Investment Management sold out of Innovator US Equity Buffer ETF February (BFEB) in Q1 2025, closing a stake of 31,291 shares — an estimated $1.35M sold.

Macroview Investment Management first reported a position in BFEB in Q1 2024 and held it in 4 quarters. The position peaked at $1.35M in Q4 2024. 89 funds tracked by Wall St. Rank hold BFEB as of Q1 2025.

  • Macroview Investment Management reported no remaining Innovator US Equity Buffer ETF February position as of Q1 2025 after selling out during the quarter.
  • Macroview Investment Management sold 31,291 Innovator US Equity Buffer ETF February shares in Q1 2025, an estimated $1.35M.
  • Macroview Investment Management first reported a position in Innovator US Equity Buffer ETF February in Q1 2024 and held it in 4 quarters.
  • Macroview Investment Management's Innovator US Equity Buffer ETF February position peaked at $1.35M in Q4 2024.
  • 89 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF February as of Q1 2025.

Based on Macroview Investment Management's 13F filing for Q1 2025, filed 29 Apr 2025.