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Rothschild Investment LLC’s Innovator US Equity Buffer ETF February BFEB Stock Holding History

Rothschild Investment LLC’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
2024
Q2 		– Sell
-1,010
Closed -$39.7K – 2814
2024
Q1 		$39.7K Hold
1,010
– – ﹤0.01% 778
2023
Q4 		$37K Buy
+1,010
New +$34.9K ﹤0.01% 721

Other funds holding BFEB

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
MPCL
My Personal CFO LLC Vancouver, Washington $228M AUM 14.34% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
BA
Bellwether Advisors Lincoln, Nebraska $590M AUM 35.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Rothschild Investment LLC's BFEB Position: Q2 2024 in Review

Rothschild Investment LLC sold out of Innovator US Equity Buffer ETF February (BFEB) in Q2 2024, closing a stake of 1,010 shares — an estimated $39.7K sold.

Rothschild Investment LLC first reported a position in BFEB in Q4 2023 and held it in 2 quarters. The position peaked at $39.7K in Q1 2024. 86 funds tracked by Wall St. Rank hold BFEB as of Q2 2024.

  • Rothschild Investment LLC reported no remaining Innovator US Equity Buffer ETF February position as of Q2 2024 after selling out during the quarter.
  • Rothschild Investment LLC sold 1,010 Innovator US Equity Buffer ETF February shares in Q2 2024, an estimated $39.7K.
  • Rothschild Investment LLC first reported a position in Innovator US Equity Buffer ETF February in Q4 2023 and held it in 2 quarters.
  • Rothschild Investment LLC's Innovator US Equity Buffer ETF February position peaked at $39.7K in Q1 2024.
  • 86 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF February as of Q2 2024.

Based on Rothschild Investment LLC's 13F filing for Q2 2024, filed 31 Jul 2024.