Better Money Decisions’s Innovator US Equity Power Buffer ETF February PFEB Stock Holding History

Better Money Decisions’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
2023 Q1	–	Sell	-40,592	Closed	-$1.15M	–	68
2022 Q4	$1.15M	Sell	40,592 -2,701	-6%	-$75.3K	1%	23
2022 Q3	$1.15M	Hold	43,293	–	–	1.12%	18
2022 Q2	$1.17M	Buy	43,293 +59	+0.1%	+$1.65K	0.99%	17
2022 Q1	$1.27M	Buy	43,234 +8,343	+24%	+$242K	1.19%	17
2021 Q4	$1.02M	Sell	34,891 -436	-1%	-$12.6K	0.86%	23
2021 Q3	$1.01M	Sell	35,327 -4	-0%	-$114	0.83%	22
2021 Q2	$1M	Hold	35,331	–	–	0.9%	20
2021 Q1	$972K	Buy	+35,331	New	+$949K	1%	19

Other funds holding PFEB

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

SFG

Steward Financial Group Colleyville, Texas $315M AUM 13.78% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

HWM

HFG Wealth Management The Woodlands, Texas $182M AUM 14.4% 1-Year Est. Return

LNC

Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

RFG

Range Financial Group Tigard, Oregon $366M AUM 76.17% 1-Year Est. Return

Better Money Decisions's PFEB Position: Q1 2023 in Review

Better Money Decisions sold out of Innovator US Equity Power Buffer ETF February (PFEB) in Q1 2023, closing a stake of 40,592 shares — an estimated $1.15M sold.

Better Money Decisions first reported a position in PFEB in Q1 2021 and held it in 8 quarters. The position peaked at $1.27M in Q1 2022. 145 funds tracked by Wall St. Rank hold PFEB as of Q1 2023.

Better Money Decisions reported no remaining Innovator US Equity Power Buffer ETF February position as of Q1 2023 after selling out during the quarter.
Better Money Decisions sold 40,592 Innovator US Equity Power Buffer ETF February shares in Q1 2023, an estimated $1.15M.
Better Money Decisions first reported a position in Innovator US Equity Power Buffer ETF February in Q1 2021 and held it in 8 quarters.
Better Money Decisions's Innovator US Equity Power Buffer ETF February position peaked at $1.27M in Q1 2022.
145 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF February as of Q1 2023.

Based on Better Money Decisions's 13F filing for Q1 2023, filed 3 May 2023.