Action Point Financial Planning’s Innovator US Equity Power Buffer ETF February PFEB Stock Holding History

Action Point Financial Planning’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
2026 Q2	$58.8K	Buy	+1,366	New	+$57.8K	0.01%	763

Other funds holding PFEB

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 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

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Americana Partners Houston, Texas $4.44B AUM 29.45% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Action Point Financial Planning's PFEB Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Innovator US Equity Power Buffer ETF February (PFEB) in Q2 2026: 1,366 shares worth $58.8K. The stake represents 0.01% of the portfolio and ranks #763 among its holdings.

225 funds tracked by Wall St. Rank hold PFEB as of Q2 2026.

Action Point Financial Planning held 1,366 shares of Innovator US Equity Power Buffer ETF February worth $58.8K as of Q2 2026.
Innovator US Equity Power Buffer ETF February was a new Action Point Financial Planning position in Q2 2026.
Innovator US Equity Power Buffer ETF February made up 0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #763 holding.
225 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF February as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.