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

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Osaic Holdings
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BCM
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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

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

BigSur Wealth Management held its Innovator US Equity Power Buffer ETF February (PFEB) position steady in Q2 2026 at 190 shares worth $8.18K. The position accounts for ﹤0.01% of the portfolio, ranked #169.

BigSur Wealth Management first reported a position in PFEB in Q1 2026 and has held it in 2 quarters since. 226 funds tracked by Wall St. Rank hold PFEB as of Q2 2026.

  • BigSur Wealth Management held 190 shares of Innovator US Equity Power Buffer ETF February worth $8.18K as of Q2 2026.
  • BigSur Wealth Management left its Innovator US Equity Power Buffer ETF February share count unchanged in Q2 2026.
  • Innovator US Equity Power Buffer ETF February made up ﹤0.01% of BigSur Wealth Management's portfolio in Q2 2026, its #169 holding.
  • BigSur Wealth Management first reported a position in Innovator US Equity Power Buffer ETF February in Q1 2026 and has held it in 2 quarters since.
  • 226 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF February as of Q2 2026.

Based on BigSur Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.