Capital Investment Advisory Services’s Innovator U.S. Small Cap Power Buffer ETF - February KFEB Stock Holding History

Capital Investment Advisory Services’s Portfolio KFEB Stock Details KFEB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$8.45K	Hold	272	–	–	﹤0.01%	1169
2026 Q1	$7.64K	Buy	+272	New	+$7.78K	﹤0.01%	1090
2025 Q3	–	Sell	-40	Closed	-$996	–	1141
2025 Q2	$996	Buy	+40	New	+$954	﹤0.01%	1043

Other funds holding KFEB

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Cornerstone Wealth Greeneville, Tennessee $198M AUM

Diligent Investors Redlands, California $449M AUM 26.15% 1-Year Est. Return

BAM

Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

HCA

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

PFS Partners Mine Hill, New Jersey $247M AUM 29.02% 1-Year Est. Return

WCG

Weaver Consulting Group Huntington Beach, California $488M AUM 17.59% 1-Year Est. Return

Capital Investment Advisory Services's KFEB Position: Q2 2026 in Review

Capital Investment Advisory Services held its Innovator U.S. Small Cap Power Buffer ETF - February (KFEB) position steady in Q2 2026 at 272 shares worth $8.45K. The position accounts for ﹤0.01% of the portfolio, ranked #1169.

Capital Investment Advisory Services first reported a position in KFEB in Q2 2025 and has held it in 3 quarters since. 21 funds tracked by Wall St. Rank hold KFEB as of Q2 2026.

Capital Investment Advisory Services held 272 shares of Innovator U.S. Small Cap Power Buffer ETF - February worth $8.45K as of Q2 2026.
Capital Investment Advisory Services left its Innovator U.S. Small Cap Power Buffer ETF - February share count unchanged in Q2 2026.
Innovator U.S. Small Cap Power Buffer ETF - February made up ﹤0.01% of Capital Investment Advisory Services's portfolio in Q2 2026, its #1169 holding.
Capital Investment Advisory Services first reported a position in Innovator U.S. Small Cap Power Buffer ETF - February in Q2 2025 and has held it in 3 quarters since.
21 funds tracked by Wall St. Rank held Innovator U.S. Small Cap Power Buffer ETF - February as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.