Apriem Advisors’s Innovator U.S. Small Cap Power Buffer ETF - February KFEB Stock Holding History

Apriem Advisors’s Portfolio KFEB Stock Details KFEB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$267K	Hold	9,500	–	–	0.03%	157
2025 Q4	$259K	Hold	9,500	–	–	0.02%	164
2025 Q3	$254K	Hold	9,500	–	–	0.02%	163
2025 Q2	$237K	Hold	9,500	–	–	0.03%	168
2025 Q1	$226K	Buy	+9,500	New	+$233K	0.03%	167

Other funds holding KFEB

PCS

Personal CFO Solutions Chester, New Jersey $712M AUM 25.3% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Apriem Advisors's KFEB Position: Q1 2026 in Review

Apriem Advisors held its Innovator U.S. Small Cap Power Buffer ETF - February (KFEB) position steady in Q1 2026 at 9,500 shares worth $267K. The position accounts for 0.03% of the portfolio, ranked #157.

Apriem Advisors 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.

Apriem Advisors held 9,500 shares of Innovator U.S. Small Cap Power Buffer ETF - February worth $267K as of Q1 2026.
Apriem Advisors left its Innovator U.S. Small Cap Power Buffer ETF - February share count unchanged in Q1 2026.
Innovator U.S. Small Cap Power Buffer ETF - February made up 0.03% of Apriem Advisors's portfolio in Q1 2026, its #157 holding.
Apriem Advisors 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 Apriem Advisors's 13F filing for Q1 2026, filed 15 May 2026.