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McAlister Sweet & Associates’s Innovator US Equity Buffer ETF February BFEB Stock Holding History

McAlister Sweet & Associates’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 		$3.68M Hold
69,990
– – 1.97% 16
2026
Q1 		$3.34M Buy
+69,990
New +$3.43M 2.08% 18

Other funds holding BFEB

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 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
MPCL
My Personal CFO LLC Vancouver, Washington $256M AUM 22.12% 1-Year Est. Return
TWM
TopTier Wealth Management Muskego, Wisconsin $166M AUM
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return
LF
Lantz Financial Naperville, Illinois $546M AUM 23.57% 1-Year Est. Return
PIAS
PCA Investment Advisory Services Cincinnati, Ohio $358M AUM 22.04% 1-Year Est. Return
CB
Chris Bulman Roseville, California $274M AUM 22.07% 1-Year Est. Return
IIA
Integral Investment Advisors Turlock, California $454M AUM 21.42% 1-Year Est. Return

McAlister Sweet & Associates's BFEB Position: Q2 2026 in Review

McAlister Sweet & Associates held its Innovator US Equity Buffer ETF February (BFEB) position steady in Q2 2026 at 69,990 shares worth $3.68M. The position accounts for 1.97% of the portfolio, ranked #16.

McAlister Sweet & Associates first reported a position in BFEB in Q1 2026 and has held it in 2 quarters since. 42 funds tracked by Wall St. Rank hold BFEB as of Q2 2026.

  • McAlister Sweet & Associates held 69,990 shares of Innovator US Equity Buffer ETF February worth $3.68M as of Q2 2026.
  • McAlister Sweet & Associates left its Innovator US Equity Buffer ETF February share count unchanged in Q2 2026.
  • Innovator US Equity Buffer ETF February made up 1.97% of McAlister Sweet & Associates's portfolio in Q2 2026, its #16 holding.
  • McAlister Sweet & Associates first reported a position in Innovator US Equity Buffer ETF February in Q1 2026 and has held it in 2 quarters since.
  • 42 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF February as of Q2 2026.

Based on McAlister Sweet & Associates's 13F filing for Q2 2026, filed 13 Jul 2026.