ATX Financial Planning’s Innovator US Equity Power Buffer ETF February PFEB Stock Holding History

ATX Financial Planning’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	$209K	Buy	+4,862	New	+$206K	0.14%	82
2026 Q1	–	Sell	-7,032	Closed	-$286K	–	90
2025 Q4	$286K	Buy	+7,032	New	+$282K	0.22%	80

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

ATX Financial Planning's PFEB Position: Q2 2026 in Review

ATX Financial Planning opened a new position in Innovator US Equity Power Buffer ETF February (PFEB) in Q2 2026: 4,862 shares worth $209K. The stake represents 0.14% of the portfolio and ranks #82 among its holdings. This is a return to the name: ATX Financial Planning previously reported a position in PFEB as recently as Q4 2025.

ATX Financial Planning first reported a position in PFEB in Q4 2025 and has held it in 2 quarters since. The position peaked at $286K in Q4 2025. 226 funds tracked by Wall St. Rank hold PFEB as of Q2 2026.

ATX Financial Planning held 4,862 shares of Innovator US Equity Power Buffer ETF February worth $209K as of Q2 2026.
Innovator US Equity Power Buffer ETF February was a new ATX Financial Planning position in Q2 2026.
Innovator US Equity Power Buffer ETF February made up 0.14% of ATX Financial Planning's portfolio in Q2 2026, its #82 holding.
ATX Financial Planning first reported a position in Innovator US Equity Power Buffer ETF February in Q4 2025 and has held it in 2 quarters since.
ATX Financial Planning's Innovator US Equity Power Buffer ETF February position peaked at $286K in Q4 2025.
226 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF February as of Q2 2026.

Based on ATX Financial Planning's 13F filing for Q2 2026, filed 20 Aug 2026.