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Ameritas Investment Company’s Innovator US Equity Power Buffer ETF February PFEB Stock Holding History

Ameritas Investment Company’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
2021
Q3 		$330K Buy
11,552
+5,040
+77% +$144K 0.02% 533
2021
Q2 		$355K Buy
6,512
+803
+14% +$22.5K 0.02% 517
2021
Q1 		$157K Buy
+5,709
New +$153K 0.01% 641
2020
Q2 		– Sell
-14,591
Closed -$313K – 1229
2020
Q1 		$313K Buy
+14,591
New +$339K 0.05% 263

Other funds holding PFEB

WP
WealthPLAN Partners Omaha, Nebraska $523M AUM 23.92% 1-Year Est. Return
BMM
Berkshire Money Management Dalton, Massachusetts $1.09B AUM 20.64% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
ACM
Avalon Capital Management Port Of Redwood City, California $423M AUM 54.12% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MWM
Maltin Wealth Management Ridgewood, New Jersey $299M AUM 22.87% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
BA
Bellwether Advisors Lincoln, Nebraska $590M AUM 35.66% 1-Year Est. Return

Ameritas Investment Company's PFEB Position: Q3 2021 in Review

Ameritas Investment Company increased its Innovator US Equity Power Buffer ETF February (PFEB) stake by 77% in Q3 2021, buying an estimated $144K and bringing the position to 11,552 shares worth $330K. The position accounts for 0.02% of the portfolio, ranked #533.

Ameritas Investment Company first reported a position in PFEB in Q1 2020 and has held it in 4 quarters since. The position peaked at $355K in Q2 2021. 63 funds tracked by Wall St. Rank hold PFEB as of Q3 2021.

  • Ameritas Investment Company held 11,552 shares of Innovator US Equity Power Buffer ETF February worth $330K as of Q3 2021.
  • Ameritas Investment Company bought 5,040 Innovator US Equity Power Buffer ETF February shares in Q3 2021, an estimated $144K.
  • Innovator US Equity Power Buffer ETF February made up 0.02% of Ameritas Investment Company's portfolio in Q3 2021, its #533 holding.
  • Ameritas Investment Company first reported a position in Innovator US Equity Power Buffer ETF February in Q1 2020 and has held it in 4 quarters since.
  • Ameritas Investment Company's Innovator US Equity Power Buffer ETF February position peaked at $355K in Q2 2021.
  • 63 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF February as of Q3 2021.

Based on Ameritas Investment Company's 13F filing for Q3 2021, filed 12 Nov 2021.