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 Q2	$394K	Sell	9,150 -50	-0.5%	-$2.12K	0.02%	454
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 $302B AUM 26.44% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

BCM

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Americana Partners Houston, Texas $4.44B AUM 29.45% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Creative Financial Designs's PFEB Position: Q2 2026 in Review

Creative Financial Designs reduced its Innovator US Equity Power Buffer ETF February (PFEB) stake by 0.54% in Q2 2026, selling an estimated $2.12K and leaving 9,150 shares worth $394K. The position accounts for 0.02% of the portfolio, ranked #454.

Creative Financial Designs first reported a position in PFEB in Q1 2022 and has held it in 18 quarters since. The position peaked at $403K in Q4 2025. 228 funds tracked by Wall St. Rank hold PFEB as of Q2 2026.

Creative Financial Designs held 9,150 shares of Innovator US Equity Power Buffer ETF February worth $394K as of Q2 2026.
Creative Financial Designs sold 50 Innovator US Equity Power Buffer ETF February shares in Q2 2026, an estimated $2.12K.
Innovator US Equity Power Buffer ETF February made up 0.02% of Creative Financial Designs's portfolio in Q2 2026, its #454 holding.
Creative Financial Designs first reported a position in Innovator US Equity Power Buffer ETF February in Q1 2022 and has held it in 18 quarters since.
Creative Financial Designs's Innovator US Equity Power Buffer ETF February position peaked at $403K in Q4 2025.
228 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF February as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.