WealthShield Partners’s Innovator US Equity Buffer ETF February BFEB Stock Holding History

WealthShield Partners’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	$76.3K	Hold	1,600	–	–	0.01%	424
2025 Q4	$77.9K	Hold	1,600	–	–	0.01%	413
2025 Q3	$75.6K	Hold	1,600	–	–	0.01%	412
2025 Q2	$71.4K	Hold	1,600	–	–	0.01%	405
2025 Q1	$66.4K	Buy	+1,600	New	+$68.6K	0.01%	402
2024 Q4	–	Sell	-1,600	Closed	-$67.1K	–	493
2024 Q3	$67.1K	Buy	+1,600	New	+$65.7K	0.01%	375
2024 Q1	–	Sell	-1,600	Closed	-$58.6K	–	480
2023 Q4	$58.6K	Hold	1,600	–	–	0.01%	354
2023 Q3	$53.3K	Hold	1,600	–	–	0.01%	372
2023 Q2	$54.7K	Hold	1,600	–	–	0.01%	379
2023 Q1	$51.2K	Buy	+1,600	New	+$49.9K	0.01%	376

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 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 New York $70.8B AUM 21.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

WealthShield Partners's BFEB Position: Q1 2026 in Review

WealthShield Partners held its Innovator US Equity Buffer ETF February (BFEB) position steady in Q1 2026 at 1,600 shares worth $76.3K. The position accounts for 0.01% of the portfolio, ranked #424.

WealthShield Partners first reported a position in BFEB in Q1 2023 and has held it in 10 quarters since. The position peaked at $77.9K in Q4 2025. 98 funds tracked by Wall St. Rank hold BFEB as of Q1 2026.

WealthShield Partners held 1,600 shares of Innovator US Equity Buffer ETF February worth $76.3K as of Q1 2026.
WealthShield Partners left its Innovator US Equity Buffer ETF February share count unchanged in Q1 2026.
Innovator US Equity Buffer ETF February made up 0.01% of WealthShield Partners's portfolio in Q1 2026, its #424 holding.
WealthShield Partners first reported a position in Innovator US Equity Buffer ETF February in Q1 2023 and has held it in 10 quarters since.
WealthShield Partners's Innovator US Equity Buffer ETF February position peaked at $77.9K in Q4 2025.
98 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF February as of Q1 2026.

Based on WealthShield Partners's 13F filing for Q1 2026, filed 1 May 2026.