Creative Financial Designs’s Innovator US Equity Power Buffer ETF February PFEB Stock Holding History

Creative Financial Designs’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	$369K	Sell	9,200 -700	-7%	-$28.6K	0.02%	397
2025 Q4	$403K	Buy	9,900 +200	+2%	+$8.02K	0.03%	356
2025 Q3	$385K	Sell	9,700 -100	-1%	-$3.88K	0.03%	364
2025 Q2	$372K	Sell	9,800 -120	-1%	-$4.36K	0.03%	358
2025 Q1	$355K	Buy	9,920 +6,220	+168%	+$228K	0.03%	333
2024 Q4	$136K	Hold	3,700	–	–	0.01%	534
2024 Q3	$133K	Hold	3,700	–	–	0.01%	533
2024 Q2	$130K	Buy	3,700 +200	+6%	+$6.87K	0.01%	529
2024 Q1	$120K	Hold	3,500	–	–	0.01%	529
2023 Q4	$114K	Hold	3,500	–	–	0.01%	515
2023 Q3	$107K	Hold	3,500	–	–	0.01%	477
2023 Q2	$108K	Hold	3,500	–	–	0.01%	471
2023 Q1	$102K	Buy	3,500 +1,000	+40%	+$28.8K	0.01%	459
2022 Q4	$71K	Hold	2,500	–	–	0.01%	511
2022 Q3	$66K	Hold	2,500	–	–	0.01%	500
2022 Q2	$67K	Hold	2,500	–	–	0.01%	503
2022 Q1	$73K	Buy	+2,500	New	+$72.6K	0.01%	480

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

Creative Financial Designs's PFEB Position: Q1 2026 in Review

Creative Financial Designs reduced its Innovator US Equity Power Buffer ETF February (PFEB) stake by 7.1% in Q1 2026, selling an estimated $28.6K and leaving 9,200 shares worth $369K. The position accounts for 0.02% of the portfolio, ranked #397.

Creative Financial Designs first reported a position in PFEB in Q1 2022 and has held it in 17 quarters since. The position peaked at $403K in Q4 2025. 234 funds tracked by Wall St. Rank hold PFEB as of Q1 2026.

Creative Financial Designs held 9,200 shares of Innovator US Equity Power Buffer ETF February worth $369K as of Q1 2026.
Creative Financial Designs sold 700 Innovator US Equity Power Buffer ETF February shares in Q1 2026, an estimated $28.6K.
Innovator US Equity Power Buffer ETF February made up 0.02% of Creative Financial Designs's portfolio in Q1 2026, its #397 holding.
Creative Financial Designs first reported a position in Innovator US Equity Power Buffer ETF February in Q1 2022 and has held it in 17 quarters since.
Creative Financial Designs's Innovator US Equity Power Buffer ETF February position peaked at $403K in Q4 2025.
234 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF February as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.