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BFI Wealth Solutions’s Innovator US Equity Power Buffer ETF February PFEB Stock Holding History

BFI Wealth Solutions’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 		$1.39M Sell
32,311
-4,727
-13% -$200K 1.03% 35
2026
Q1 		$1.49M Buy
37,038
+7,830
+27% +$320K 1.43% 27
2025
Q4 		$1.19M Buy
+29,208
New +$1.17M 1.13% 32

Other funds holding PFEB

AllianceBernstein
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
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
AP
Americana Partners Houston, Texas $4.44B AUM 29.45% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
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

BFI Wealth Solutions's PFEB Position: Q2 2026 in Review

BFI Wealth Solutions reduced its Innovator US Equity Power Buffer ETF February (PFEB) stake by 13% in Q2 2026, selling an estimated $200K and leaving 32,311 shares worth $1.39M. The position accounts for 1.03% of the portfolio, ranked #35.

BFI Wealth Solutions first reported a position in PFEB in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.49M in Q1 2026. 226 funds tracked by Wall St. Rank hold PFEB as of Q2 2026.

  • BFI Wealth Solutions held 32,311 shares of Innovator US Equity Power Buffer ETF February worth $1.39M as of Q2 2026.
  • BFI Wealth Solutions sold 4,727 Innovator US Equity Power Buffer ETF February shares in Q2 2026, an estimated $200K.
  • Innovator US Equity Power Buffer ETF February made up 1.03% of BFI Wealth Solutions's portfolio in Q2 2026, its #35 holding.
  • BFI Wealth Solutions first reported a position in Innovator US Equity Power Buffer ETF February in Q4 2025 and has held it in 3 quarters since.
  • BFI Wealth Solutions's Innovator US Equity Power Buffer ETF February position peaked at $1.49M in Q1 2026.
  • 226 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF February as of Q2 2026.

Based on BFI Wealth Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.