AWM
PFEB icon

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

Axxcess 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 		$616K Buy
+14,314
New +$606K 0.01% 655
2026
Q1 		– Sell
-14,314
Closed -$583K – 811
2025
Q4 		$583K Hold
14,314
– – 0.01% 657
2025
Q3 		$568K Sell
14,314
-271
-2% -$10.5K 0.01% 588
2025
Q2 		$554K Hold
14,585
– – 0.01% 564
2025
Q1 		$522K Buy
+14,585
New +$536K 0.01% 539

Other funds holding PFEB

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
AP
Americana Partners Houston, Texas $4.44B AUM 29.45% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
IAS
Integrity Advisory Solutions Dallas, Texas $972M AUM 20.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CWRP
Cassady Wealth & Retirement Planning Henderson, Nevada $215M AUM
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
SEP
Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

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

Axxcess Wealth Management opened a new position in Innovator US Equity Power Buffer ETF February (PFEB) in Q2 2026: 14,314 shares worth $616K. The stake represents 0.01% of the portfolio and ranks #655 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in PFEB as recently as Q4 2025.

Axxcess Wealth Management first reported a position in PFEB in Q1 2025 and has held it in 5 quarters since. 132 funds tracked by Wall St. Rank hold PFEB as of Q2 2026.

  • Axxcess Wealth Management held 14,314 shares of Innovator US Equity Power Buffer ETF February worth $616K as of Q2 2026.
  • Innovator US Equity Power Buffer ETF February was a new Axxcess Wealth Management position in Q2 2026.
  • Innovator US Equity Power Buffer ETF February made up 0.01% of Axxcess Wealth Management's portfolio in Q2 2026, its #655 holding.
  • Axxcess Wealth Management first reported a position in Innovator US Equity Power Buffer ETF February in Q1 2025 and has held it in 5 quarters since.
  • 132 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF February as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.