OneDigital Investment Advisors’s Innovator US Equity Buffer ETF February BFEB Stock Holding History

OneDigital Investment Advisors’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	$493K	Hold	9,359	–	–	﹤0.01%	1043
2026 Q1	$446K	Sell	9,359 -100	-1%	-$4.9K	﹤0.01%	993
2025 Q4	$460K	Sell	9,459 -100	-1%	-$4.78K	﹤0.01%	988
2025 Q3	$452K	Hold	9,559	–	–	﹤0.01%	979
2025 Q2	$427K	Hold	9,559	–	–	﹤0.01%	972
2025 Q1	$397K	Hold	9,559	–	–	﹤0.01%	951
2024 Q4	$412K	Hold	9,559	–	–	﹤0.01%	970
2024 Q3	$401K	Hold	9,559	–	–	﹤0.01%	1021
2024 Q2	$388K	Sell	9,559 -430	-4%	-$17K	﹤0.01%	999
2024 Q1	$392K	Sell	9,989 -466	-4%	-$17.7K	0.01%	828
2023 Q4	$383K	Sell	10,455 -700	-6%	-$24.2K	0.01%	822
2023 Q3	$372K	Hold	11,155	–	–	0.01%	728
2023 Q2	$381K	Hold	11,155	–	–	0.01%	727
2023 Q1	$357K	Buy	+11,155	New	+$348K	0.01%	716

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 $103B AUM 28.65% 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

OneDigital Investment Advisors's BFEB Position: Q2 2026 in Review

OneDigital Investment Advisors held its Innovator US Equity Buffer ETF February (BFEB) position steady in Q2 2026 at 9,359 shares worth $493K. The position accounts for ﹤0.01% of the portfolio, ranked #1043.

OneDigital Investment Advisors first reported a position in BFEB in Q1 2023 and has held it in 14 quarters since. 101 funds tracked by Wall St. Rank hold BFEB as of Q2 2026.

OneDigital Investment Advisors held 9,359 shares of Innovator US Equity Buffer ETF February worth $493K as of Q2 2026.
OneDigital Investment Advisors left its Innovator US Equity Buffer ETF February share count unchanged in Q2 2026.
Innovator US Equity Buffer ETF February made up ﹤0.01% of OneDigital Investment Advisors's portfolio in Q2 2026, its #1043 holding.
OneDigital Investment Advisors first reported a position in Innovator US Equity Buffer ETF February in Q1 2023 and has held it in 14 quarters since.
101 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF February as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.