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WealthPlan Investment Management’s Innovator US Equity Buffer ETF February BFEB Stock Holding History

WealthPlan Investment 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
2025
Q3 		– Sell
-29,140
Closed -$1.3M – 341
2025
Q2 		$1.3M Sell
29,140
-164,217
-85% -$6.92M 0.09% 164
2025
Q1 		$8.03M Buy
+193,357
New +$8.29M 0.79% 47

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
BMM
Berkshire Money Management Dalton, Massachusetts $1.09B AUM 20.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $104B AUM 28.3% 1-Year Est. Return
BA
Bellwether Advisors Lincoln, Nebraska $675M AUM 42.06% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
VBFP
Valtinson Bruner Financial Planning New Brighton, Minnesota $399M AUM 12.95% 1-Year Est. Return

WealthPlan Investment Management's BFEB Position: Q3 2025 in Review

WealthPlan Investment Management sold out of Innovator US Equity Buffer ETF February (BFEB) in Q3 2025, closing a stake of 29,140 shares — an estimated $1.3M sold.

WealthPlan Investment Management first reported a position in BFEB in Q1 2025 and held it in 2 quarters. The position peaked at $8.03M in Q1 2025. 85 funds tracked by Wall St. Rank hold BFEB as of Q3 2025.

  • WealthPlan Investment Management reported no remaining Innovator US Equity Buffer ETF February position as of Q3 2025 after selling out during the quarter.
  • WealthPlan Investment Management sold 29,140 Innovator US Equity Buffer ETF February shares in Q3 2025, an estimated $1.3M.
  • WealthPlan Investment Management first reported a position in Innovator US Equity Buffer ETF February in Q1 2025 and held it in 2 quarters.
  • WealthPlan Investment Management's Innovator US Equity Buffer ETF February position peaked at $8.03M in Q1 2025.
  • 85 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF February as of Q3 2025.

Based on WealthPlan Investment Management's 13F filing for Q3 2025, filed 27 Oct 2025.