MPCL
BFEB icon

My Personal CFO LLC’s Innovator US Equity Buffer ETF February BFEB Stock Holding History

My Personal CFO LLC’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 		$3.81M Sell
72,470
-1,215
-2% -$62.5K 1.49% 13
2026
Q1 		$3.51M Buy
73,685
+5,370
+8% +$263K 1.54% 16
2025
Q4 		$3.32M Buy
+68,315
New +$3.27M 1.39% 17
2025
Q3 		– Sell
-76,315
Closed -$3.41M – 102
2025
Q2 		$3.41M Sell
76,315
-310
-0.4% -$13.1K 1.55% 15
2025
Q1 		$3.18M Buy
76,625
+2,500
+3% +$107K 1.6% 15
2024
Q4 		$3.19M Hold
74,125
– – 1.64% 16
2024
Q3 		$3.11M Sell
74,125
-700
-0.9% -$28.8K 1.71% 13
2024
Q2 		$3.04M Sell
74,825
-300
-0.4% -$11.9K 1.62% 13
2024
Q1 		$2.95M Buy
75,125
+6,625
+10% +$252K 1.7% 12
2023
Q4 		$2.51M Hold
68,500
– – 1.63% 15
2023
Q3 		$2.28M Hold
68,500
– – 1.84% 13
2023
Q2 		$2.34M Sell
68,500
-400
-0.6% -$13.1K 1.84% 13
2023
Q1 		$2.2M Buy
68,900
+59,666
+646% +$1.86M 1.88% 13
2022
Q4 		$1.32M Hold
9,234
– – 1.22% 22
2022
Q3 		$1.25M Sell
9,234
-31,666
-77% -$945K 1.9% 16
2022
Q2 		$1.17M Hold
40,900
– – 1.5% 20
2022
Q1 		$1.32M Hold
40,900
– – 1.37% 19
2021
Q4 		$1.31M Buy
+40,900
New +$1.29M 1.14% 22

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
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 $104B AUM 28.3% 1-Year Est. Return
MSA
McAlister Sweet & Associates Houston, Texas $187M AUM 26.27% 1-Year Est. Return
BA
Bellwether Advisors Lincoln, Nebraska $675M AUM 42.06% 1-Year Est. Return

My Personal CFO LLC's BFEB Position: Q2 2026 in Review

My Personal CFO LLC reduced its Innovator US Equity Buffer ETF February (BFEB) stake by 1.6% in Q2 2026, selling an estimated $62.5K and leaving 72,470 shares worth $3.81M. The position accounts for 1.49% of the portfolio, ranked #13.

My Personal CFO LLC first reported a position in BFEB in Q4 2021 and has held it in 18 quarters since. 101 funds tracked by Wall St. Rank hold BFEB as of Q2 2026.

  • My Personal CFO LLC held 72,470 shares of Innovator US Equity Buffer ETF February worth $3.81M as of Q2 2026.
  • My Personal CFO LLC sold 1,215 Innovator US Equity Buffer ETF February shares in Q2 2026, an estimated $62.5K.
  • Innovator US Equity Buffer ETF February made up 1.49% of My Personal CFO LLC's portfolio in Q2 2026, its #13 holding.
  • My Personal CFO LLC first reported a position in Innovator US Equity Buffer ETF February in Q4 2021 and has held it in 18 quarters since.
  • 101 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF February as of Q2 2026.

Based on My Personal CFO LLC's 13F filing for Q2 2026, filed 22 Jul 2026.