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

Clearstead 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
2026 Q1	$244K	Buy	+6,076	New	+$248K	﹤0.01%	934

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

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

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

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

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

KAS

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Clearstead Advisors's PFEB Position: Q1 2026 in Review

Clearstead Advisors opened a new position in Innovator US Equity Power Buffer ETF February (PFEB) in Q1 2026: 6,076 shares worth $244K. The stake represents ﹤0.01% of the portfolio and ranks #934 among its holdings.

234 funds tracked by Wall St. Rank hold PFEB as of Q1 2026.

Clearstead Advisors held 6,076 shares of Innovator US Equity Power Buffer ETF February worth $244K as of Q1 2026.
Innovator US Equity Power Buffer ETF February was a new Clearstead Advisors position in Q1 2026.
Innovator US Equity Power Buffer ETF February made up ﹤0.01% of Clearstead Advisors's portfolio in Q1 2026, its #934 holding.
234 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF February as of Q1 2026.

Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.