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Stuart Chaussee & Associates’s Innovator US Equity Buffer ETF February BFEB Stock Holding History

Stuart Chaussee & Associates’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
2025
Q3 		– Sell
-1,560,824
Closed -$69.7M – 182
2025
Q2 		$69.7M Buy
1,560,824
+1,560,224
+260,037% +$65.8M 15.7% 2
2025
Q1 		$24.9K Buy
+600
New +$25.7K 0.01% 117

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
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
BMM
Berkshire Money Management Dalton, Massachusetts $1.09B AUM 20.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
BA
Bellwether Advisors Lincoln, Nebraska $675M AUM 42.06% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
VBFP
Valtinson Bruner Financial Planning New Brighton, Minnesota $399M AUM 12.95% 1-Year Est. Return

Stuart Chaussee & Associates's BFEB Position: Q3 2025 in Review

Stuart Chaussee & Associates sold out of Innovator US Equity Buffer ETF February (BFEB) in Q3 2025, closing a stake of 1,560,824 shares — an estimated $69.7M sold.

Stuart Chaussee & Associates first reported a position in BFEB in Q1 2025 and held it in 2 quarters. The position peaked at $69.7M in Q2 2025. 85 funds tracked by Wall St. Rank hold BFEB as of Q3 2025.

  • Stuart Chaussee & Associates reported no remaining Innovator US Equity Buffer ETF February position as of Q3 2025 after selling out during the quarter.
  • Stuart Chaussee & Associates sold 1,560,824 Innovator US Equity Buffer ETF February shares in Q3 2025, an estimated $69.7M.
  • Stuart Chaussee & Associates first reported a position in Innovator US Equity Buffer ETF February in Q1 2025 and held it in 2 quarters.
  • Stuart Chaussee & Associates's Innovator US Equity Buffer ETF February position peaked at $69.7M in Q2 2025.
  • 85 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF February as of Q3 2025.

Based on Stuart Chaussee & Associates's 13F filing for Q3 2025, filed 22 Oct 2025.