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Accurate Investment Solutions’s Innovator US Equity Power Buffer ETF February PFEB Stock Holding History

Accurate Investment Solutions’s Portfolio PFEB Stock Details PFEB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-10,580
Closed -$229K – 276
2020
Q1 		$229K Buy
+10,580
New +$246K 0.19% 75

Other funds holding PFEB

SW
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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
VBFP
Valtinson Bruner Financial Planning New Brighton, Minnesota $364M AUM 9.63% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return
PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
DI
DFPG Investments Sandy, Utah $1.28B AUM 27.55% 1-Year Est. Return

Accurate Investment Solutions's PFEB Position: Q2 2020 in Review

Accurate Investment Solutions sold out of Innovator US Equity Power Buffer ETF February (PFEB) in Q2 2020, closing a stake of 10,580 shares — an estimated $229K sold.

Accurate Investment Solutions first reported a position in PFEB in Q1 2020 and held it in 1 quarter. The position peaked at $229K in Q1 2020. 32 funds tracked by Wall St. Rank hold PFEB as of Q2 2020.

  • Accurate Investment Solutions reported no remaining Innovator US Equity Power Buffer ETF February position as of Q2 2020 after selling out during the quarter.
  • Accurate Investment Solutions sold 10,580 Innovator US Equity Power Buffer ETF February shares in Q2 2020, an estimated $229K.
  • Accurate Investment Solutions first reported a position in Innovator US Equity Power Buffer ETF February in Q1 2020 and held it in 1 quarter.
  • Accurate Investment Solutions's Innovator US Equity Power Buffer ETF February position peaked at $229K in Q1 2020.
  • 32 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF February as of Q2 2020.

Based on Accurate Investment Solutions's 13F filing for Q2 2020.