Clear Point Advisors’s Innovator US Equity Power Buffer ETF February PFEB Stock Holding History

Clear Point Advisors’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
2024 Q4	–	Sell	-3,469	Closed	-$125K	–	413
2024 Q3	$125K	Hold	3,469	–	–	0.1%	134
2024 Q2	$122K	Hold	3,469	–	–	0.1%	132
2024 Q1	$119K	Hold	3,469	–	–	0.1%	137
2023 Q4	$113K	Buy	+3,469	New	+$109K	0.1%	135

Other funds holding PFEB

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

PCM

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

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

KAS

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

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

Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return

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

SEP

Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return

Clear Point Advisors's PFEB Position: Q4 2024 in Review

Clear Point Advisors sold out of Innovator US Equity Power Buffer ETF February (PFEB) in Q4 2024, closing a stake of 3,469 shares — an estimated $125K sold.

Clear Point Advisors first reported a position in PFEB in Q4 2023 and held it in 4 quarters. The position peaked at $125K in Q3 2024. 181 funds tracked by Wall St. Rank hold PFEB as of Q4 2024.

Clear Point Advisors reported no remaining Innovator US Equity Power Buffer ETF February position as of Q4 2024 after selling out during the quarter.
Clear Point Advisors sold 3,469 Innovator US Equity Power Buffer ETF February shares in Q4 2024, an estimated $125K.
Clear Point Advisors first reported a position in Innovator US Equity Power Buffer ETF February in Q4 2023 and held it in 4 quarters.
Clear Point Advisors's Innovator US Equity Power Buffer ETF February position peaked at $125K in Q3 2024.
181 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF February as of Q4 2024.

Based on Clear Point Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.