Atticus Wealth Management’s Innovator US Equity Power Buffer ETF February PFEB Stock Holding History

Atticus Wealth Management’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	$1.48M	Sell	34,296 -125	-0.4%	-$5.29K	0.35%	51
2026 Q1	$1.38M	Sell	34,421 -175	-0.5%	-$7.14K	0.37%	49
2025 Q4	$1.41M	Hold	34,596	–	–	0.35%	50
2025 Q3	$1.37M	Hold	34,596	–	–	0.35%	48
2025 Q2	$1.31M	Hold	34,596	–	–	0.36%	43
2025 Q1	$1.24M	Buy	34,596 +8,647	+33%	+$318K	0.4%	39
2024 Q4	$955K	Hold	25,949	–	–	0.3%	43
2024 Q3	$935K	Hold	25,949	–	–	0.3%	44
2024 Q2	$912K	Hold	25,949	–	–	0.3%	43
2024 Q1	$886K	Buy	25,949 +982	+4%	+$32.8K	0.29%	49
2023 Q4	$815K	Hold	24,967	–	–	0.29%	47
2023 Q3	$760K	Hold	24,967	–	–	0.29%	49
2023 Q2	$769K	Hold	24,967	–	–	0.28%	50
2023 Q1	$730K	Buy	+24,967	New	+$720K	0.28%	53

Other funds holding PFEB

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 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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Americana Partners Houston, Texas $4.44B AUM 29.45% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Atticus Wealth Management's PFEB Position: Q2 2026 in Review

Atticus Wealth Management reduced its Innovator US Equity Power Buffer ETF February (PFEB) stake by 0.36% in Q2 2026, selling an estimated $5.29K and leaving 34,296 shares worth $1.48M. The position accounts for 0.35% of the portfolio, ranked #51.

Atticus Wealth Management first reported a position in PFEB in Q1 2023 and has held it in 14 quarters since. 226 funds tracked by Wall St. Rank hold PFEB as of Q2 2026.

Atticus Wealth Management held 34,296 shares of Innovator US Equity Power Buffer ETF February worth $1.48M as of Q2 2026.
Atticus Wealth Management sold 125 Innovator US Equity Power Buffer ETF February shares in Q2 2026, an estimated $5.29K.
Innovator US Equity Power Buffer ETF February made up 0.35% of Atticus Wealth Management's portfolio in Q2 2026, its #51 holding.
Atticus Wealth Management first reported a position in Innovator US Equity Power Buffer ETF February in Q1 2023 and has held it in 14 quarters since.
226 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF February as of Q2 2026.

Based on Atticus Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.