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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
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

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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BMM
Berkshire Money Management Dalton, Massachusetts $976M AUM 13.87% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
MPCL
My Personal CFO LLC Vancouver, Washington $228M AUM 14.34% 1-Year Est. Return
MSA
McAlister Sweet & Associates Houston, Texas $187M AUM 26.27% 1-Year Est. Return

Steward Partners Investment Advisory's BFEB Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its Innovator US Equity Buffer ETF February (BFEB) stake by 152% in Q1 2026, buying an estimated $82.9K and bringing the position to 2,806 shares worth $134K. The position accounts for ﹤0.01% of the portfolio, ranked #2212.

Steward Partners Investment Advisory first reported a position in BFEB in Q1 2025 and has held it in 5 quarters since. 98 funds tracked by Wall St. Rank hold BFEB as of Q1 2026.

  • Steward Partners Investment Advisory held 2,806 shares of Innovator US Equity Buffer ETF February worth $134K as of Q1 2026.
  • Steward Partners Investment Advisory bought 1,691 Innovator US Equity Buffer ETF February shares in Q1 2026, an estimated $82.9K.
  • Innovator US Equity Buffer ETF February made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #2212 holding.
  • Steward Partners Investment Advisory first reported a position in Innovator US Equity Buffer ETF February in Q1 2025 and has held it in 5 quarters since.
  • 98 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF February as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.