AE Wealth Management’s Innovator U.S. Small Cap Power Buffer ETF - February KFEB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$142K Buy
5,068
+4,334
+590% +$124K ﹤0.01% 1692
2025
Q4
$20K Hold
734
﹤0.01% 2030
2025
Q3
$19.6K Hold
734
﹤0.01% 1896
2025
Q2
$18.3K Buy
734
+2
+0.3% +$48 ﹤0.01% 1780
2025
Q1
$17.4K Buy
+732
New +$17.9K ﹤0.01% 1771

Other funds holding KFEB

AE Wealth Management's KFEB Position: Q1 2026 in Review

AE Wealth Management increased its Innovator U.S. Small Cap Power Buffer ETF - February (KFEB) stake by 590% in Q1 2026, buying an estimated $124K and bringing the position to 5,068 shares worth $142K. The position accounts for ﹤0.01% of the portfolio, ranked #1692.

AE Wealth Management first reported a position in KFEB in Q1 2025 and has held it in 5 quarters since. 52 funds tracked by Wall St. Rank hold KFEB as of Q1 2026.

  • AE Wealth Management held 5,068 shares of Innovator U.S. Small Cap Power Buffer ETF - February worth $142K as of Q1 2026.
  • AE Wealth Management bought 4,334 Innovator U.S. Small Cap Power Buffer ETF - February shares in Q1 2026, an estimated $124K.
  • Innovator U.S. Small Cap Power Buffer ETF - February made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #1692 holding.
  • AE Wealth Management first reported a position in Innovator U.S. Small Cap Power Buffer ETF - February in Q1 2025 and has held it in 5 quarters since.
  • 52 funds tracked by Wall St. Rank held Innovator U.S. Small Cap Power Buffer ETF - February as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.