Q1WB
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Quest 10 Wealth Builders’s Innovator US Equity Buffer ETF February BFEB Stock Holding History

Quest 10 Wealth Builders’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
Q1 		– Sell
-1,237
Closed -$53.3K – 775
2024
Q4 		$53.3K Buy
+1,237
New +$52.7K 0.05% 174

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 $8.52B AUM 37.76% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $518M AUM 17.96% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
MPCL
My Personal CFO LLC Vancouver, Washington $228M AUM 14.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Quest 10 Wealth Builders's BFEB Position: Q1 2025 in Review

Quest 10 Wealth Builders sold out of Innovator US Equity Buffer ETF February (BFEB) in Q1 2025, closing a stake of 1,237 shares — an estimated $53.3K sold.

Quest 10 Wealth Builders first reported a position in BFEB in Q4 2024 and held it in 1 quarter. The position peaked at $53.3K in Q4 2024. 89 funds tracked by Wall St. Rank hold BFEB as of Q1 2025.

  • Quest 10 Wealth Builders reported no remaining Innovator US Equity Buffer ETF February position as of Q1 2025 after selling out during the quarter.
  • Quest 10 Wealth Builders sold 1,237 Innovator US Equity Buffer ETF February shares in Q1 2025, an estimated $53.3K.
  • Quest 10 Wealth Builders first reported a position in Innovator US Equity Buffer ETF February in Q4 2024 and held it in 1 quarter.
  • Quest 10 Wealth Builders's Innovator US Equity Buffer ETF February position peaked at $53.3K in Q4 2024.
  • 89 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF February as of Q1 2025.

Based on Quest 10 Wealth Builders's 13F filing for Q1 2025, filed 1 May 2025.