Sigma Planning Corp’s Innovator US Equity Buffer ETF February BFEB Stock Holding History

Sigma Planning Corp’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	$382K	Sell	7,262 -688	-9%	-$35.4K	0.01%	1037
2026 Q1	$379K	Buy	7,950 +187	+2%	+$9.16K	0.01%	955
2025 Q4	$373K	Sell	7,763 -2	-0%	-$96	0.01%	924
2025 Q3	$367K	Buy	7,765 +19	+0.2%	+$872	0.01%	954
2025 Q2	$346K	Sell	7,746 -1,315	-15%	-$55.4K	0.01%	941
2025 Q1	$376K	Buy	9,061 +265	+3%	+$11.4K	0.01%	844
2024 Q4	$379K	Hold	8,796	–	–	0.01%	842
2024 Q3	$369K	Sell	8,796 -952	-10%	-$39.1K	0.01%	866
2024 Q2	$396K	Sell	9,748 -2	-0%	-$79	0.01%	820
2024 Q1	$383K	Buy	+9,750	New	+$371K	0.01%	866
2023 Q4	–	Sell	-8,075	Closed	-$269K	–	869
2023 Q3	$269K	Sell	8,075 -36,355	-82%	-$1.25M	0.01%	966
2023 Q2	$1.52M	Sell	44,430 -1,699	-4%	-$55.5K	0.05%	340
2023 Q1	$1.48M	Buy	+46,129	New	+$1.44M	0.05%	376

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 $104B AUM 28.3% 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

Sigma Planning Corp's BFEB Position: Q2 2026 in Review

Sigma Planning Corp reduced its Innovator US Equity Buffer ETF February (BFEB) stake by 8.7% in Q2 2026, selling an estimated $35.4K and leaving 7,262 shares worth $382K. The position accounts for 0.01% of the portfolio, ranked #1037.

Sigma Planning Corp first reported a position in BFEB in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.52M in Q2 2023. 101 funds tracked by Wall St. Rank hold BFEB as of Q2 2026.

Sigma Planning Corp held 7,262 shares of Innovator US Equity Buffer ETF February worth $382K as of Q2 2026.
Sigma Planning Corp sold 688 Innovator US Equity Buffer ETF February shares in Q2 2026, an estimated $35.4K.
Innovator US Equity Buffer ETF February made up 0.01% of Sigma Planning Corp's portfolio in Q2 2026, its #1037 holding.
Sigma Planning Corp first reported a position in Innovator US Equity Buffer ETF February in Q1 2023 and has held it in 13 quarters since.
Sigma Planning Corp's Innovator US Equity Buffer ETF February position peaked at $1.52M in Q2 2023.
101 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF February as of Q2 2026.

Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.