Nations Financial Group’s Innovator US Equity Buffer ETF February BFEB Stock Holding History

Nations Financial Group’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	$356K	Sell	6,761 -15	-0.2%	-$771	0.02%	616
2026 Q1	$323K	Sell	6,776 -16	-0.2%	-$784	0.02%	639
2025 Q4	$331K	Buy	6,792 +121	+2%	+$5.79K	0.02%	611
2025 Q3	$315K	Sell	6,671 -490	-7%	-$22.5K	0.02%	589
2025 Q2	$320K	Buy	+7,161	New	+$302K	0.02%	552
2024 Q4	–	Sell	-7,090	Closed	-$297K	–	671
2024 Q3	$297K	Sell	7,090 -24	-0.3%	-$986	0.02%	566
2024 Q2	$289K	Hold	7,114	–	–	0.02%	543
2024 Q1	$279K	Buy	7,114 +1,560	+28%	+$59.3K	0.02%	539
2023 Q4	$203K	Buy	+5,554	New	+$192K	0.02%	591
2021 Q4	–	Sell	-22,327	Closed	-$688K	–	474
2021 Q3	$688K	Hold	22,327	–	–	0.1%	219
2021 Q2	$684K	Sell	22,327 -249	-1%	-$7.48K	0.11%	210
2021 Q1	$656K	Buy	+22,576	New	+$635K	0.15%	180

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 Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

MPCL

My Personal CFO LLC Vancouver, Washington $256M AUM 22.12% 1-Year Est. Return

MSA

McAlister Sweet & Associates Houston, Texas $187M AUM 26.27% 1-Year Est. Return

Nations Financial Group's BFEB Position: Q2 2026 in Review

Nations Financial Group reduced its Innovator US Equity Buffer ETF February (BFEB) stake by 0.22% in Q2 2026, selling an estimated $771 and leaving 6,761 shares worth $356K. The position accounts for 0.02% of the portfolio, ranked #616.

Nations Financial Group first reported a position in BFEB in Q1 2021 and has held it in 12 quarters since. The position peaked at $688K in Q3 2021. 101 funds tracked by Wall St. Rank hold BFEB as of Q2 2026.

Nations Financial Group held 6,761 shares of Innovator US Equity Buffer ETF February worth $356K as of Q2 2026.
Nations Financial Group sold 15 Innovator US Equity Buffer ETF February shares in Q2 2026, an estimated $771.
Innovator US Equity Buffer ETF February made up 0.02% of Nations Financial Group's portfolio in Q2 2026, its #616 holding.
Nations Financial Group first reported a position in Innovator US Equity Buffer ETF February in Q1 2021 and has held it in 12 quarters since.
Nations Financial Group's Innovator US Equity Buffer ETF February position peaked at $688K in Q3 2021.
101 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF February as of Q2 2026.

Based on Nations Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.