Chris Bulman’s Innovator US Equity Power Buffer ETF February PFEB Stock Holding History

Chris Bulman’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 Q1	$2.85M	Buy	71,175 +7,199	+11%	+$294K	1.25%	22
2025 Q4	$2.61M	Sell	63,976 -6,319	-9%	-$253K	1.15%	24
2025 Q3	$2.79M	Sell	70,295 -3,005	-4%	-$117K	1.4%	17
2025 Q2	$2.79M	Buy	73,300 +650	+0.9%	+$23.6K	1.59%	17
2025 Q1	$2.6M	Buy	72,650 +33,549	+86%	+$1.23M	1.64%	16
2024 Q4	$1.44M	Sell	39,101 -4,183	-10%	-$152K	0.92%	29
2024 Q3	$1.56M	Sell	43,284 -8,581	-17%	-$304K	1.06%	25
2024 Q2	$1.82M	Buy	+51,865	New	+$1.78M	1.25%	20

Other funds holding PFEB

AllianceBernstein

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Focus Partners Wealth

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Cetera Investment Advisers

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return