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

BigSur 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
Q3 		$8.37K Hold
190
– – ﹤0.01% 166
2026
Q2 		$8.18K Hold
190
– – ﹤0.01% 169
2026
Q1 		$7.62K Buy
+190
New +$7.75K ﹤0.01% 163

Other funds holding PFEB

SEP
Southland Equity Partners Wildwood, Missouri $583M AUM 16.78% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return
GCP
Gill Capital Partners Denver, Colorado $366M AUM 12.21% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
LWA
Lineweaver Wealth Advisors Valley View, Ohio $863M AUM 14.27% 1-Year Est. Return
PIAS
PCA Investment Advisory Services Cincinnati, Ohio $368M AUM 14.36% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $1.05B AUM 21.28% 1-Year Est. Return

BigSur Wealth Management's PFEB Position: Q3 2026 in Review

BigSur Wealth Management held its Innovator US Equity Power Buffer ETF February (PFEB) position steady in Q3 2026 at 190 shares worth $8.37K. The position accounts for ﹤0.01% of the portfolio, ranked #166.

BigSur Wealth Management first reported a position in PFEB in Q1 2026 and has held it in 3 quarters since. 26 funds tracked by Wall St. Rank hold PFEB as of Q3 2026.

  • BigSur Wealth Management held 190 shares of Innovator US Equity Power Buffer ETF February worth $8.37K as of Q3 2026.
  • BigSur Wealth Management left its Innovator US Equity Power Buffer ETF February share count unchanged in Q3 2026.
  • Innovator US Equity Power Buffer ETF February made up ﹤0.01% of BigSur Wealth Management's portfolio in Q3 2026, its #166 holding.
  • BigSur Wealth Management first reported a position in Innovator US Equity Power Buffer ETF February in Q1 2026 and has held it in 3 quarters since.
  • 26 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF February as of Q3 2026.

Based on BigSur Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.