Vantage Financial Partners (Wisconsin)’s Innovator US Equity Buffer ETF February BFEB Stock Holding History

Vantage Financial Partners (Wisconsin)’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 Q4	$224K	Sell	4,597 -491	-10%	-$23.5K	0.05%	192
2025 Q3	$240K	Sell	5,088 -9	-0.2%	-$413	0.05%	190
2025 Q2	$228K	Buy	+5,097	New	+$215K	0.05%	183
2024 Q2	–	Sell	-9,057	Closed	-$356K	–	152
2024 Q1	$356K	Buy	9,057 +3,259	+56%	+$124K	0.1%	101
2023 Q4	$212K	Sell	5,798 -309	-5%	-$10.7K	0.06%	118
2023 Q3	$203K	Sell	6,107 -3,002	-33%	-$103K	0.08%	73
2023 Q2	$311K	Sell	9,109 -3,255	-26%	-$106K	0.12%	60
2023 Q1	$395K	Buy	+12,364	New	+$386K	0.16%	54

Other funds holding BFEB

PCM

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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

BIM

Bullseye Investment Management Cincinnati, Ohio $203M AUM 11% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MPCL

My Personal CFO LLC Vancouver, Washington $256M AUM 22.12% 1-Year Est. Return

Bellwether Advisors Lincoln, Nebraska $675M AUM 42.06% 1-Year Est. Return

BCM

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Vantage Financial Partners (Wisconsin)'s BFEB Position: Q4 2025 in Review

Vantage Financial Partners (Wisconsin) reduced its Innovator US Equity Buffer ETF February (BFEB) stake by 9.7% in Q4 2025, selling an estimated $23.5K and leaving 4,597 shares worth $224K. The position accounts for 0.05% of the portfolio, ranked #192.

Vantage Financial Partners (Wisconsin) first reported a position in BFEB in Q1 2023 and has held it in 8 quarters since. The position peaked at $395K in Q1 2023. 89 funds tracked by Wall St. Rank hold BFEB as of Q4 2025.

Vantage Financial Partners (Wisconsin) held 4,597 shares of Innovator US Equity Buffer ETF February worth $224K as of Q4 2025.
Vantage Financial Partners (Wisconsin) sold 491 Innovator US Equity Buffer ETF February shares in Q4 2025, an estimated $23.5K.
Innovator US Equity Buffer ETF February made up 0.05% of Vantage Financial Partners (Wisconsin)'s portfolio in Q4 2025, its #192 holding.
Vantage Financial Partners (Wisconsin) first reported a position in Innovator US Equity Buffer ETF February in Q1 2023 and has held it in 8 quarters since.
Vantage Financial Partners (Wisconsin)'s Innovator US Equity Buffer ETF February position peaked at $395K in Q1 2023.
89 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF February as of Q4 2025.

Based on Vantage Financial Partners (Wisconsin)'s 13F filing for Q4 2025, filed 3 Feb 2026.