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

Spire Wealth Management’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	$1.52M	Buy	28,958 +508	+2%	+$26.1K	0.05%	319
2026 Q1	$1.36M	Buy	28,450 +13,796	+94%	+$676K	0.05%	332
2025 Q4	$713K	Sell	14,654 -2	-0%	-$96	0.02%	466
2025 Q3	$692K	Sell	14,656 -119	-0.8%	-$5.46K	0.02%	451
2025 Q2	$660K	Sell	14,775 -1,450	-9%	-$61.1K	0.02%	454
2025 Q1	$674K	Buy	16,225 +14,160	+686%	+$607K	0.02%	492
2024 Q4	$88.9K	Hold	2,065	–	–	﹤0.01%	1078
2024 Q3	$86.6K	Hold	2,065	–	–	﹤0.01%	955
2024 Q2	$83.9K	Hold	2,065	–	–	﹤0.01%	951
2024 Q1	$81.1K	Hold	2,065	–	–	﹤0.01%	1054
2023 Q4	$76.8K	Hold	2,065	–	–	﹤0.01%	1067
2023 Q3	$68.8K	Hold	2,065	–	–	﹤0.01%	1058
2023 Q2	$70.6K	Sell	2,065 -225	-10%	-$7.35K	﹤0.01%	1078
2023 Q1	$73.2K	Buy	+2,290	New	+$71.5K	﹤0.01%	1059
2022 Q1	–	Sell	-21,200	Closed	-$681K	–	2539
2021 Q4	$681K	Hold	21,200	–	–	0.02%	599
2021 Q3	$653K	Sell	21,200 -500	-2%	-$15.5K	0.02%	521
2021 Q2	$665K	Hold	21,700	–	–	0.02%	532
2021 Q1	$630K	Buy	+21,700	New	+$611K	0.02%	591

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

Spire Wealth Management's BFEB Position: Q2 2026 in Review

Spire Wealth Management increased its Innovator US Equity Buffer ETF February (BFEB) stake by 1.8% in Q2 2026, buying an estimated $26.1K and bringing the position to 28,958 shares worth $1.52M. The position accounts for 0.05% of the portfolio, ranked #319.

Spire Wealth Management first reported a position in BFEB in Q1 2021 and has held it in 18 quarters since. 101 funds tracked by Wall St. Rank hold BFEB as of Q2 2026.

Spire Wealth Management held 28,958 shares of Innovator US Equity Buffer ETF February worth $1.52M as of Q2 2026.
Spire Wealth Management bought 508 Innovator US Equity Buffer ETF February shares in Q2 2026, an estimated $26.1K.
Innovator US Equity Buffer ETF February made up 0.05% of Spire Wealth Management's portfolio in Q2 2026, its #319 holding.
Spire Wealth Management first reported a position in Innovator US Equity Buffer ETF February in Q1 2021 and has held it in 18 quarters since.
101 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF February as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.