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United Capital Financial Advisors’s Innovator US Equity Buffer ETF February BFEB Stock Holding History

United Capital Financial Advisors’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 		$685K Buy
14,358
+9,190
+178% +$450K ﹤0.01% 920
2025
Q4 		$252K Buy
+5,168
New +$247K ﹤0.01% 1237

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

United Capital Financial Advisors's BFEB Position: Q1 2026 in Review

United Capital Financial Advisors increased its Innovator US Equity Buffer ETF February (BFEB) stake by 178% in Q1 2026, buying an estimated $450K and bringing the position to 14,358 shares worth $685K. The position accounts for ﹤0.01% of the portfolio, ranked #920.

United Capital Financial Advisors first reported a position in BFEB in Q4 2025 and has held it in 2 quarters since. 98 funds tracked by Wall St. Rank hold BFEB as of Q1 2026.

  • United Capital Financial Advisors held 14,358 shares of Innovator US Equity Buffer ETF February worth $685K as of Q1 2026.
  • United Capital Financial Advisors bought 9,190 Innovator US Equity Buffer ETF February shares in Q1 2026, an estimated $450K.
  • Innovator US Equity Buffer ETF February made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #920 holding.
  • United Capital Financial Advisors first reported a position in Innovator US Equity Buffer ETF February in Q4 2025 and has held it in 2 quarters since.
  • 98 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF February as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.