CW
KFEB

Cornerstone Wealth’s Innovator U.S. Small Cap Power Buffer ETF - February KFEB Stock Holding History

Cornerstone Wealth’s Portfolio KFEB Stock Details KFEB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$818K Buy
26,348
+500
+2% +$15K 0.41% 43
2026
Q1 		$766K Buy
+25,848
New +$739K 0.43% 48

Other funds holding KFEB

Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
DI
Diligent Investors Redlands, California $449M AUM 26.15% 1-Year Est. Return

Cornerstone Wealth's KFEB Position: Q2 2026 in Review

Cornerstone Wealth increased its Innovator U.S. Small Cap Power Buffer ETF - February (KFEB) stake by 1.9% in Q2 2026, buying an estimated $15K and bringing the position to 26,348 shares worth $818K. The position accounts for 0.41% of the portfolio, ranked #43.

Cornerstone Wealth first reported a position in KFEB in Q1 2026 and has held it in 2 quarters since. 44 funds tracked by Wall St. Rank hold KFEB as of Q2 2026.

  • Cornerstone Wealth held 26,348 shares of Innovator U.S. Small Cap Power Buffer ETF - February worth $818K as of Q2 2026.
  • Cornerstone Wealth bought 500 Innovator U.S. Small Cap Power Buffer ETF - February shares in Q2 2026, an estimated $15K.
  • Innovator U.S. Small Cap Power Buffer ETF - February made up 0.41% of Cornerstone Wealth's portfolio in Q2 2026, its #43 holding.
  • Cornerstone Wealth first reported a position in Innovator U.S. Small Cap Power Buffer ETF - February in Q1 2026 and has held it in 2 quarters since.
  • 44 funds tracked by Wall St. Rank held Innovator U.S. Small Cap Power Buffer ETF - February as of Q2 2026.

Based on Cornerstone Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.