Visionary Wealth Advisors’s Innovator US Equity Buffer ETF February BFEB Stock Holding History

Visionary Wealth 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 Q2	$417K	Sell	7,929 -825	-9%	-$42.4K	0.02%	468
2026 Q1	$418K	Sell	8,754 -100	-1%	-$4.9K	0.02%	445
2025 Q4	$431K	Sell	8,854 -103	-1%	-$4.93K	0.02%	420
2025 Q3	$423K	Buy	8,957 +3	+0%	+$138	0.02%	422
2025 Q2	$400K	Sell	8,954 -620	-6%	-$26.1K	0.02%	404
2025 Q1	$398K	Hold	9,574	–	–	0.02%	381
2024 Q4	$412K	Hold	9,574	–	–	0.02%	382
2024 Q3	$402K	Sell	9,574 -1,474	-13%	-$60.6K	0.02%	377
2024 Q2	$449K	Sell	11,048 -2,441	-18%	-$96.5K	0.03%	342
2024 Q1	$530K	Sell	13,489 -903	-6%	-$34.3K	0.04%	313
2023 Q4	$527K	Sell	14,392 -1,044	-7%	-$36.1K	0.04%	307
2023 Q3	$514K	Sell	15,436 -300	-2%	-$10.3K	0.04%	294
2023 Q2	$538K	Sell	15,736 -2,650	-14%	-$86.6K	0.04%	286
2023 Q1	$588K	Buy	18,386 +7,992	+77%	+$249K	0.05%	257
2022 Q4	$311K	Sell	10,394 -3,135	-23%	-$92.9K	0.03%	311
2022 Q3	$378K	Sell	13,529 -1,200	-8%	-$35.8K	0.04%	260
2022 Q2	$422K	Hold	14,729	–	–	0.04%	263
2022 Q1	$477K	Buy	+14,729	New	+$468K	0.04%	257
2021 Q2	–	Sell	-9,260	Closed	-$269K	–	334
2021 Q1	$269K	Buy	+9,260	New	+$261K	0.03%	270

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 Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

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

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

Visionary Wealth Advisors's BFEB Position: Q2 2026 in Review

Visionary Wealth Advisors reduced its Innovator US Equity Buffer ETF February (BFEB) stake by 9.4% in Q2 2026, selling an estimated $42.4K and leaving 7,929 shares worth $417K. The position accounts for 0.02% of the portfolio, ranked #468.

Visionary Wealth Advisors first reported a position in BFEB in Q1 2021 and has held it in 19 quarters since. The position peaked at $588K in Q1 2023. 101 funds tracked by Wall St. Rank hold BFEB as of Q2 2026.

Visionary Wealth Advisors held 7,929 shares of Innovator US Equity Buffer ETF February worth $417K as of Q2 2026.
Visionary Wealth Advisors sold 825 Innovator US Equity Buffer ETF February shares in Q2 2026, an estimated $42.4K.
Innovator US Equity Buffer ETF February made up 0.02% of Visionary Wealth Advisors's portfolio in Q2 2026, its #468 holding.
Visionary Wealth Advisors first reported a position in Innovator US Equity Buffer ETF February in Q1 2021 and has held it in 19 quarters since.
Visionary Wealth Advisors's Innovator US Equity Buffer ETF February position peaked at $588K in Q1 2023.
101 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF February as of Q2 2026.

Based on Visionary Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.