Outlook Wealth Advisors’s Innovator US Equity Buffer ETF February BFEB Stock Holding History

Outlook Wealth 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	$508K	Hold	9,645	–	–	0.11%	180
2026 Q1	$460K	Sell	9,645 -3,555	-27%	-$174K	0.11%	182
2025 Q4	$642K	Sell	13,200 -246	-2%	-$11.8K	0.15%	144
2025 Q3	$635K	Hold	13,446	–	–	0.16%	134
2025 Q2	$600K	Sell	13,446 -316	-2%	-$13.3K	0.15%	130
2025 Q1	$572K	Buy	13,762 +1,639	+14%	+$70.3K	0.16%	126
2024 Q4	$522K	Sell	12,123 -185	-2%	-$7.88K	0.15%	127
2024 Q3	$516K	Hold	12,308	–	–	0.15%	129
2024 Q2	$624K	Hold	12,308	–	–	0.19%	107
2024 Q1	$483K	Buy	12,308 +2,336	+23%	+$88.8K	0.15%	141
2023 Q4	$365K	Hold	9,972	–	–	0.13%	150
2023 Q3	$332K	Hold	9,972	–	–	0.13%	155
2023 Q2	$341K	Hold	9,972	–	–	0.13%	151
2023 Q1	$319K	Buy	+9,972	New	+$311K	0.14%	145

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

Outlook Wealth Advisors's BFEB Position: Q2 2026 in Review

Outlook Wealth Advisors held its Innovator US Equity Buffer ETF February (BFEB) position steady in Q2 2026 at 9,645 shares worth $508K. The position accounts for 0.11% of the portfolio, ranked #180.

Outlook Wealth Advisors first reported a position in BFEB in Q1 2023 and has held it in 14 quarters since. The position peaked at $642K in Q4 2025. 101 funds tracked by Wall St. Rank hold BFEB as of Q2 2026.

Outlook Wealth Advisors held 9,645 shares of Innovator US Equity Buffer ETF February worth $508K as of Q2 2026.
Outlook Wealth Advisors left its Innovator US Equity Buffer ETF February share count unchanged in Q2 2026.
Innovator US Equity Buffer ETF February made up 0.11% of Outlook Wealth Advisors's portfolio in Q2 2026, its #180 holding.
Outlook Wealth Advisors first reported a position in Innovator US Equity Buffer ETF February in Q1 2023 and has held it in 14 quarters since.
Outlook Wealth Advisors's Innovator US Equity Buffer ETF February position peaked at $642K in Q4 2025.
101 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF February as of Q2 2026.

Based on Outlook Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.