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Cardinal Point Wealth Management Partners’s Innovator US Equity Power Buffer ETF February PFEB Stock Holding History

Cardinal Point Wealth Management Partners’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 		$453K Buy
+15,490
New +$446K 0.14% 55

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Cardinal Point Wealth Management Partners's PFEB Position: Q1 2023 in Review

Cardinal Point Wealth Management Partners opened a new position in Innovator US Equity Power Buffer ETF February (PFEB) in Q1 2023: 15,490 shares worth $453K. The stake represents 0.14% of the portfolio and ranks #55 among its holdings.

145 funds tracked by Wall St. Rank hold PFEB as of Q1 2023.

  • Cardinal Point Wealth Management Partners held 15,490 shares of Innovator US Equity Power Buffer ETF February worth $453K as of Q1 2023.
  • Innovator US Equity Power Buffer ETF February was a new Cardinal Point Wealth Management Partners position in Q1 2023.
  • Innovator US Equity Power Buffer ETF February made up 0.14% of Cardinal Point Wealth Management Partners's portfolio in Q1 2023, its #55 holding.
  • 145 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF February as of Q1 2023.

Based on Cardinal Point Wealth Management Partners's 13F filing for Q1 2023, filed 10 May 2023.