Waterloo Capital’s Innovator US Equity Buffer ETF February BFEB Stock Holding History

Waterloo Capital’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	$232K	Buy	+4,399	New	+$226K	0.01%	512

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

Waterloo Capital's BFEB Position: Q2 2026 in Review

Waterloo Capital opened a new position in Innovator US Equity Buffer ETF February (BFEB) in Q2 2026: 4,399 shares worth $232K. The stake represents 0.01% of the portfolio and ranks #512 among its holdings.

101 funds tracked by Wall St. Rank hold BFEB as of Q2 2026.

Waterloo Capital held 4,399 shares of Innovator US Equity Buffer ETF February worth $232K as of Q2 2026.
Innovator US Equity Buffer ETF February was a new Waterloo Capital position in Q2 2026.
Innovator US Equity Buffer ETF February made up 0.01% of Waterloo Capital's portfolio in Q2 2026, its #512 holding.
101 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF February as of Q2 2026.

Based on Waterloo Capital's 13F filing for Q2 2026, filed 29 Jul 2026.