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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
Q3 		$3.82M Sell
70,575
-1,895
-3% -$101K 1.37% 14
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

MSA
McAlister Sweet & Associates Houston, Texas $158M AUM 19.09% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.99B AUM 16.69% 1-Year Est. Return
LF
Lantz Financial Naperville, Illinois $549M AUM 18.02% 1-Year Est. Return
PIAS
PCA Investment Advisory Services Cincinnati, Ohio $368M AUM 14.36% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Focus Financial Network
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
Dynamic Advisor Solutions
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

My Personal CFO LLC's BFEB Position: Q3 2026 in Review

My Personal CFO LLC reduced its Innovator US Equity Buffer ETF February (BFEB) stake by 2.6% in Q3 2026, selling an estimated $101K and leaving 70,575 shares worth $3.82M. The position accounts for 1.37% of the portfolio, ranked #14.

My Personal CFO LLC first reported a position in BFEB in Q4 2021 and has held it in 19 quarters since. 10 funds tracked by Wall St. Rank hold BFEB as of Q3 2026.

  • My Personal CFO LLC held 70,575 shares of Innovator US Equity Buffer ETF February worth $3.82M as of Q3 2026.
  • My Personal CFO LLC sold 1,895 Innovator US Equity Buffer ETF February shares in Q3 2026, an estimated $101K.
  • Innovator US Equity Buffer ETF February made up 1.37% of My Personal CFO LLC's portfolio in Q3 2026, its #14 holding.
  • My Personal CFO LLC first reported a position in Innovator US Equity Buffer ETF February in Q4 2021 and has held it in 19 quarters since.
  • 10 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF February as of Q3 2026.

Based on My Personal CFO LLC's 13F filing for Q3 2026, filed 14 Oct 2026.