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AssuredPartners Investment Advisors’s Innovator US Equity Power Buffer ETF February PFEB Stock Holding History

AssuredPartners Investment Advisors’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 		$1.19M Sell
27,521
-301
-1% -$12.7K 0.11% 178
2026
Q1 		$1.12M Buy
27,822
+6,873
+33% +$281K 0.12% 179
2025
Q4 		$853K Buy
20,949
+14,676
+234% +$588K 0.13% 160
2025
Q3 		$249K Sell
6,273
-621
-9% -$24.1K 0.06% 228
2025
Q2 		$262K Sell
6,894
-13,798
-67% -$501K 0.06% 205
2025
Q1 		$741K Sell
20,692
-2,739
-12% -$101K 0.14% 157
2024
Q4 		$862K Buy
+23,431
New +$854K 0.17% 138

Other funds holding PFEB

AllianceBernstein
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
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
AP
Americana Partners Houston, Texas $4.44B AUM 29.45% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
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

AssuredPartners Investment Advisors's PFEB Position: Q2 2026 in Review

AssuredPartners Investment Advisors reduced its Innovator US Equity Power Buffer ETF February (PFEB) stake by 1.1% in Q2 2026, selling an estimated $12.7K and leaving 27,521 shares worth $1.19M. The position accounts for 0.11% of the portfolio, ranked #178.

AssuredPartners Investment Advisors first reported a position in PFEB in Q4 2024 and has held it in 7 quarters since. 228 funds tracked by Wall St. Rank hold PFEB as of Q2 2026.

  • AssuredPartners Investment Advisors held 27,521 shares of Innovator US Equity Power Buffer ETF February worth $1.19M as of Q2 2026.
  • AssuredPartners Investment Advisors sold 301 Innovator US Equity Power Buffer ETF February shares in Q2 2026, an estimated $12.7K.
  • Innovator US Equity Power Buffer ETF February made up 0.11% of AssuredPartners Investment Advisors's portfolio in Q2 2026, its #178 holding.
  • AssuredPartners Investment Advisors first reported a position in Innovator US Equity Power Buffer ETF February in Q4 2024 and has held it in 7 quarters since.
  • 228 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF February as of Q2 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.