BFEB — INNOVATOR ETFS TRUST

Ownership history in Capital Analysts, LLC  ·  3 quarters on record

This page tracks every 13F SEC filing in which Capital Analysts, LLC reported a position in INNOVATOR ETFS TRUST (BFEB). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 2,308 — 0% 0.00% $109K $47.25
2025 Q2 UNCHANGED 2,308 — 0% 0.00% $103K $44.65
2025 Q1 INITIATED 2,308 — — 0.00% $96K $41.53
% of Fund (quarterly)    BFEB price (monthly, adj. close)

Other funds also holding BFEB

As of 2025 Q4 — sorted by position size

TopTier Wealth Management, LLC 1.47% My Personal CFO, LLC 3Y 1.39% FSA Advisors, Inc. 1.17% Valtinson Bruner Financial Planning LLC 3Y 7Y 0.67% Berkshire Money Management, Inc. 3Y 7Y 0.66% PCA Investment Advisory Services Inc. 0.64% Bellwether Advisors, LLC 3Y 0.53% DHJJ Financial Advisors, Ltd. 3Y 0.52% Chris Bulman Inc 0.46% INTEGRAL INVESTMENT ADVISORS, INC. 3Y 0.4%
← Back to Capital Analysts, LLC Holdings