Cornerstone Planning Group’s Innovator US Equity Power Buffer ETF February PFEB Stock Holding History

Cornerstone Planning 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
2022 Q4	$49.3K	Buy	+1,705	New	+$47.5K	0.02%	266

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

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

LNC

Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 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

SEP

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

SIA

Soltis Investment Advisors St. George, Utah $1.59B AUM 23.87% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Cornerstone Planning Group's PFEB Position: Q4 2022 in Review

Cornerstone Planning Group opened a new position in Innovator US Equity Power Buffer ETF February (PFEB) in Q4 2022: 1,705 shares worth $49.3K. The stake represents 0.02% of the portfolio and ranks #266 among its holdings.

85 funds tracked by Wall St. Rank hold PFEB as of Q4 2022.

Cornerstone Planning Group held 1,705 shares of Innovator US Equity Power Buffer ETF February worth $49.3K as of Q4 2022.
Innovator US Equity Power Buffer ETF February was a new Cornerstone Planning Group position in Q4 2022.
Innovator US Equity Power Buffer ETF February made up 0.02% of Cornerstone Planning Group's portfolio in Q4 2022, its #266 holding.
85 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF February as of Q4 2022.

Based on Cornerstone Planning Group's 13F filing for Q4 2022, filed 14 Feb 2023.