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

TopTier 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 		$2.99M Sell
56,888
-669
-1% -$34.4K 1.81% 11
2026
Q1 		$2.75M Buy
57,557
+12,960
+29% +$635K 1.69% 10
2025
Q4 		$2.17M Buy
+44,597
New +$2.13M 1.47% 15

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
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Envestnet Asset Management
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HighTower Advisors
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

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

TopTier Wealth Management reduced its Innovator US Equity Buffer ETF February (BFEB) stake by 1.2% in Q2 2026, selling an estimated $34.4K and leaving 56,888 shares worth $2.99M. The position accounts for 1.81% of the portfolio, ranked #11.

TopTier Wealth Management first reported a position in BFEB in Q4 2025 and has held it in 3 quarters since. 101 funds tracked by Wall St. Rank hold BFEB as of Q2 2026.

  • TopTier Wealth Management held 56,888 shares of Innovator US Equity Buffer ETF February worth $2.99M as of Q2 2026.
  • TopTier Wealth Management sold 669 Innovator US Equity Buffer ETF February shares in Q2 2026, an estimated $34.4K.
  • Innovator US Equity Buffer ETF February made up 1.81% of TopTier Wealth Management's portfolio in Q2 2026, its #11 holding.
  • TopTier Wealth Management first reported a position in Innovator US Equity Buffer ETF February in Q4 2025 and has held it in 3 quarters since.
  • 101 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF February as of Q2 2026.

Based on TopTier Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.