AWS
KFEB

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

Atria Wealth Solutions’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
2025
Q2 		$396K Buy
15,822
+550
+4% +$13.1K 0.01% 1031
2025
Q1 		$363K Buy
+15,272
New +$374K ﹤0.01% 1371

Other funds holding KFEB

OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FA
Faithward Advisors Lancaster, Pennsylvania $819M AUM 41.44% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Atria Wealth Solutions's KFEB Position: Q2 2025 in Review

Atria Wealth Solutions increased its Innovator U.S. Small Cap Power Buffer ETF - February (KFEB) stake by 3.6% in Q2 2025, buying an estimated $13.1K and bringing the position to 15,822 shares worth $396K. The position accounts for 0.01% of the portfolio, ranked #1031.

Atria Wealth Solutions first reported a position in KFEB in Q1 2025 and has held it in 2 quarters since. 30 funds tracked by Wall St. Rank hold KFEB as of Q2 2025.

  • Atria Wealth Solutions held 15,822 shares of Innovator U.S. Small Cap Power Buffer ETF - February worth $396K as of Q2 2025.
  • Atria Wealth Solutions bought 550 Innovator U.S. Small Cap Power Buffer ETF - February shares in Q2 2025, an estimated $13.1K.
  • Innovator U.S. Small Cap Power Buffer ETF - February made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #1031 holding.
  • Atria Wealth Solutions first reported a position in Innovator U.S. Small Cap Power Buffer ETF - February in Q1 2025 and has held it in 2 quarters since.
  • 30 funds tracked by Wall St. Rank held Innovator U.S. Small Cap Power Buffer ETF - February as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.