Pinnacle Wealth Management Group’s Innovator US Equity Buffer ETF February BFEB Stock Holding History

Pinnacle Wealth Management 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
2025 Q4	–	Sell	-5,300	Closed	-$250K	–	127
2025 Q3	$250K	Hold	5,300	–	–	0.13%	114
2025 Q2	$237K	Hold	5,300	–	–	0.14%	109
2025 Q1	$220K	Buy	+5,300	New	+$227K	0.15%	97

Other funds holding BFEB

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

BMM

Berkshire Money Management Dalton, Massachusetts $976M AUM 13.87% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

MPCL

My Personal CFO LLC Vancouver, Washington $228M AUM 14.34% 1-Year Est. Return

Bellwether Advisors Lincoln, Nebraska $590M AUM 35.66% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Pinnacle Wealth Management Group's BFEB Position: Q4 2025 in Review

Pinnacle Wealth Management Group sold out of Innovator US Equity Buffer ETF February (BFEB) in Q4 2025, closing a stake of 5,300 shares — an estimated $250K sold.

Pinnacle Wealth Management Group first reported a position in BFEB in Q1 2025 and held it in 3 quarters. The position peaked at $250K in Q3 2025. 88 funds tracked by Wall St. Rank hold BFEB as of Q4 2025.

Pinnacle Wealth Management Group reported no remaining Innovator US Equity Buffer ETF February position as of Q4 2025 after selling out during the quarter.
Pinnacle Wealth Management Group sold 5,300 Innovator US Equity Buffer ETF February shares in Q4 2025, an estimated $250K.
Pinnacle Wealth Management Group first reported a position in Innovator US Equity Buffer ETF February in Q1 2025 and held it in 3 quarters.
Pinnacle Wealth Management Group's Innovator US Equity Buffer ETF February position peaked at $250K in Q3 2025.
88 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF February as of Q4 2025.

Based on Pinnacle Wealth Management Group's 13F filing for Q4 2025, filed 23 Jan 2026.