MFGM
KFEB

Marshall Financial Group (Maryland)’s Innovator U.S. Small Cap Power Buffer ETF - February KFEB Stock Holding History

Marshall Financial Group (Maryland)’s Portfolio KFEB Stock Details KFEB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-7,636
Closed -$214K – 343
2026
Q1 		$214K Hold
7,636
– – 0.03% 281
2025
Q4 		$208K Hold
7,636
– – 0.04% 280
2025
Q3 		$204K Buy
+7,636
New +$197K 0.04% 250

Other funds holding KFEB

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
CW
Cornerstone Wealth Greeneville, Tennessee $198M AUM
DI
Diligent Investors Redlands, California $449M AUM 26.15% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
PP
PFS Partners Mine Hill, New Jersey $247M AUM 29.02% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $488M AUM 17.59% 1-Year Est. Return

Marshall Financial Group (Maryland)'s KFEB Position: Q2 2026 in Review

Marshall Financial Group (Maryland) sold out of Innovator U.S. Small Cap Power Buffer ETF - February (KFEB) in Q2 2026, closing a stake of 7,636 shares — an estimated $214K sold.

Marshall Financial Group (Maryland) first reported a position in KFEB in Q3 2025 and held it in 3 quarters. The position peaked at $214K in Q1 2026. 21 funds tracked by Wall St. Rank hold KFEB as of Q2 2026.

  • Marshall Financial Group (Maryland) reported no remaining Innovator U.S. Small Cap Power Buffer ETF - February position as of Q2 2026 after selling out during the quarter.
  • Marshall Financial Group (Maryland) sold 7,636 Innovator U.S. Small Cap Power Buffer ETF - February shares in Q2 2026, an estimated $214K.
  • Marshall Financial Group (Maryland) first reported a position in Innovator U.S. Small Cap Power Buffer ETF - February in Q3 2025 and held it in 3 quarters.
  • Marshall Financial Group (Maryland)'s Innovator U.S. Small Cap Power Buffer ETF - February position peaked at $214K in Q1 2026.
  • 21 funds tracked by Wall St. Rank held Innovator U.S. Small Cap Power Buffer ETF - February as of Q2 2026.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q2 2026, filed 20 Jul 2026.