CWA
KFEB

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

Crux Wealth Advisors’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
Q1 		$200K Buy
+7,135
New +$204K 0.08% 177

Other funds holding KFEB

PCS
Personal CFO Solutions Chester, New Jersey $712M AUM 25.3% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Crux Wealth Advisors's KFEB Position: Q1 2026 in Review

Crux Wealth Advisors opened a new position in Innovator U.S. Small Cap Power Buffer ETF - February (KFEB) in Q1 2026: 7,135 shares worth $200K. The stake represents 0.08% of the portfolio and ranks #177 among its holdings.

52 funds tracked by Wall St. Rank hold KFEB as of Q1 2026.

  • Crux Wealth Advisors held 7,135 shares of Innovator U.S. Small Cap Power Buffer ETF - February worth $200K as of Q1 2026.
  • Innovator U.S. Small Cap Power Buffer ETF - February was a new Crux Wealth Advisors position in Q1 2026.
  • Innovator U.S. Small Cap Power Buffer ETF - February made up 0.08% of Crux Wealth Advisors's portfolio in Q1 2026, its #177 holding.
  • 52 funds tracked by Wall St. Rank held Innovator U.S. Small Cap Power Buffer ETF - February as of Q1 2026.

Based on Crux Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.