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Advisornet Financial’s Innovator US Equity Power Buffer ETF February PFEB Stock Holding History

Advisornet Financial’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 		$218K Buy
5,052
+525
+12% +$22.2K 0.01% 624
2026
Q1 		$182K Buy
4,527
+3,727
+466% +$152K 0.01% 645
2025
Q4 		$32.6K Sell
800
-488
-38% -$19.6K ﹤0.01% 1197
2025
Q3 		$51.1K Sell
1,288
-210
-14% -$8.16K ﹤0.01% 1018
2025
Q2 		$56.9K Sell
1,498
-300
-17% -$10.9K ﹤0.01% 958
2025
Q1 		$64.4K Sell
1,798
-135
-7% -$4.96K ﹤0.01% 860
2024
Q4 		$71.1K Sell
1,933
-2,096
-52% -$76.4K 0.01% 775
2024
Q3 		$145K Hold
4,029
– – 0.01% 598
2024
Q2 		$142K Hold
4,029
– – 0.01% 557
2024
Q1 		$138K Buy
4,029
+1,954
+94% +$65.3K 0.01% 550
2023
Q4 		$67.7K Hold
2,075
– – 0.01% 736
2023
Q3 		$63.2K Hold
2,075
– – 0.01% 726
2023
Q2 		$63.9K Hold
2,075
– – 0.01% 754
2023
Q1 		$60.7K Buy
2,075
+775
+60% +$22.3K 0.01% 745
2022
Q4 		$36.9K Hold
1,300
– – ﹤0.01% 872
2022
Q3 		$35K Hold
1,300
– – ﹤0.01% 952
2022
Q2 		$35K Hold
1,300
– – ﹤0.01% 980
2022
Q1 		$38K Buy
+1,300
New +$37.8K ﹤0.01% 1050

Other funds holding PFEB

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
CWRP
Cassady Wealth & Retirement Planning Henderson, Nevada $215M AUM
SEP
Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
BWM
BCS Wealth Management Johnson City, Tennessee $555M AUM 18.41% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MFG
MTM Financial Group Bethlehem, Pennsylvania $233M AUM 14.67% 1-Year Est. Return
DI
Diligent Investors Redlands, California $449M AUM 26.15% 1-Year Est. Return

Advisornet Financial's PFEB Position: Q2 2026 in Review

Advisornet Financial increased its Innovator US Equity Power Buffer ETF February (PFEB) stake by 12% in Q2 2026, buying an estimated $22.2K and bringing the position to 5,052 shares worth $218K. The position accounts for 0.01% of the portfolio, ranked #624.

Advisornet Financial first reported a position in PFEB in Q1 2022 and has held it in 18 quarters since. 69 funds tracked by Wall St. Rank hold PFEB as of Q2 2026.

  • Advisornet Financial held 5,052 shares of Innovator US Equity Power Buffer ETF February worth $218K as of Q2 2026.
  • Advisornet Financial bought 525 Innovator US Equity Power Buffer ETF February shares in Q2 2026, an estimated $22.2K.
  • Innovator US Equity Power Buffer ETF February made up 0.01% of Advisornet Financial's portfolio in Q2 2026, its #624 holding.
  • Advisornet Financial first reported a position in Innovator US Equity Power Buffer ETF February in Q1 2022 and has held it in 18 quarters since.
  • 69 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF February as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.