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

Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return

Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Yarger Wealth Strategies Westerville, Ohio $275M AUM 22.01% 1-Year Est. Return

Lineweaver Wealth Advisors Valley View, Ohio $841M AUM 20.71% 1-Year Est. Return

Pinnacle Wealth Management Group Plymouth, Michigan $214M AUM 20.07% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Lakeridge Wealth Management Mentor, Ohio $272M AUM 22.77% 1-Year Est. Return