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

Creative Planning’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	$297K	Buy	+7,400	New	+$302K	﹤0.01%	3434
2025 Q2	–	Sell	-7,441	Closed	-$267K	–	3770
2025 Q1	$267K	Hold	7,441	–	–	﹤0.01%	2856
2024 Q4	$274K	Hold	7,441	–	–	﹤0.01%	2734
2024 Q3	$268K	Hold	7,441	–	–	﹤0.01%	2612
2024 Q2	$261K	Hold	7,441	–	–	﹤0.01%	2474
2024 Q1	$254K	Sell	7,441 -2,941	-28%	-$98.2K	﹤0.01%	2385
2023 Q4	$339K	Buy	+10,382	New	+$325K	﹤0.01%	2003
2023 Q1	–	Sell	-59,727	Closed	-$1.7M	–	2741
2022 Q4	$1.7M	Hold	59,727	–	–	﹤0.01%	813
2022 Q3	$1.59M	Hold	59,727	–	–	﹤0.01%	768
2022 Q2	$1.61M	Buy	+59,727	New	+$1.67M	﹤0.01%	791

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 Planning's PFEB Position: Q1 2026 in Review

Creative Planning opened a new position in Innovator US Equity Power Buffer ETF February (PFEB) in Q1 2026: 7,400 shares worth $297K. The stake represents ﹤0.01% of the portfolio and ranks #3434 among its holdings. This is a return to the name: Creative Planning previously reported a position in PFEB as recently as Q1 2025.

Creative Planning first reported a position in PFEB in Q2 2022 and has held it in 10 quarters since. The position peaked at $1.7M in Q4 2022. 234 funds tracked by Wall St. Rank hold PFEB as of Q1 2026.

Creative Planning held 7,400 shares of Innovator US Equity Power Buffer ETF February worth $297K as of Q1 2026.
Innovator US Equity Power Buffer ETF February was a new Creative Planning position in Q1 2026.
Innovator US Equity Power Buffer ETF February made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3434 holding.
Creative Planning first reported a position in Innovator US Equity Power Buffer ETF February in Q2 2022 and has held it in 10 quarters since.
Creative Planning's Innovator US Equity Power Buffer ETF February position peaked at $1.7M in Q4 2022.
234 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF February as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.