Steward Partners Investment Advisory’s Innovator US Equity Buffer ETF February BFEB Stock Holding History

Steward Partners Investment Advisory’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	$148K	Buy	2,810 +4	+0.1%	+$206	﹤0.01%	2392
2026 Q1	$134K	Buy	2,806 +1,691	+152%	+$82.9K	﹤0.01%	2212
2025 Q4	$54.3K	Buy	1,115 +1	+0.1%	+$48	﹤0.01%	2626
2025 Q3	$52.6K	Buy	1,114 +5	+0.5%	+$230	﹤0.01%	2587
2025 Q2	$49.5K	Hold	1,109	–	–	﹤0.01%	2489
2025 Q1	$46.1K	Buy	+1,109	New	+$47.5K	﹤0.01%	2426

Other funds holding BFEB

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

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

TPW

Talon Private Wealth The Villages, Florida $855M AUM

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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 $279M AUM 23.15% 1-Year Est. Return

Steward Partners Investment Advisory's BFEB Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its Innovator US Equity Buffer ETF February (BFEB) stake by 0.14% in Q2 2026, buying an estimated $206 and bringing the position to 2,810 shares worth $148K. The position accounts for ﹤0.01% of the portfolio, ranked #2392.

Steward Partners Investment Advisory first reported a position in BFEB in Q1 2025 and has held it in 6 quarters since. 103 funds tracked by Wall St. Rank hold BFEB as of Q2 2026.

Steward Partners Investment Advisory held 2,810 shares of Innovator US Equity Buffer ETF February worth $148K as of Q2 2026.
Steward Partners Investment Advisory bought 4 Innovator US Equity Buffer ETF February shares in Q2 2026, an estimated $206.
Innovator US Equity Buffer ETF February made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #2392 holding.
Steward Partners Investment Advisory first reported a position in Innovator US Equity Buffer ETF February in Q1 2025 and has held it in 6 quarters since.
103 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF February as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.