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Copley Financial Group’s Innovator US Equity Power Buffer ETF February PFEB Stock Holding History

Copley Financial Group’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
-7,350
Closed -$265K – 176
2024
Q3 		$265K Buy
+7,350
New +$261K 0.24% 85

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Janney Montgomery Scott
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KAS
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Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
Cetera Investment Advisers
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SEP
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Copley Financial Group's PFEB Position: Q4 2024 in Review

Copley Financial Group sold out of Innovator US Equity Power Buffer ETF February (PFEB) in Q4 2024, closing a stake of 7,350 shares — an estimated $265K sold.

Copley Financial Group first reported a position in PFEB in Q3 2024 and held it in 1 quarter. The position peaked at $265K in Q3 2024. 181 funds tracked by Wall St. Rank hold PFEB as of Q4 2024.

  • Copley Financial Group reported no remaining Innovator US Equity Power Buffer ETF February position as of Q4 2024 after selling out during the quarter.
  • Copley Financial Group sold 7,350 Innovator US Equity Power Buffer ETF February shares in Q4 2024, an estimated $265K.
  • Copley Financial Group first reported a position in Innovator US Equity Power Buffer ETF February in Q3 2024 and held it in 1 quarter.
  • Copley Financial Group's Innovator US Equity Power Buffer ETF February position peaked at $265K in Q3 2024.
  • 181 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF February as of Q4 2024.

Based on Copley Financial Group's 13F filing for Q4 2024, filed 5 Mar 2025.