Cypress Wealth Services’s Innovator US Equity Power Buffer ETF February PFEB Stock Holding History

Cypress Wealth Services’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	$226K	Hold	5,244	–	–	0.03%	392
2026 Q1	$210K	Hold	5,244	–	–	0.03%	372
2025 Q4	$214K	Hold	5,244	–	–	0.03%	369
2025 Q3	$208K	Buy	+5,244	New	+$204K	0.03%	328
2025 Q2	–	Sell	-8,704	Closed	-$312K	–	330
2025 Q1	$312K	Buy	+8,704	New	+$320K	0.06%	213
2024 Q3	–	Sell	-12,053	Closed	-$423K	–	294
2024 Q2	$423K	Hold	12,053	–	–	0.09%	161
2024 Q1	$412K	Hold	12,053	–	–	0.1%	164
2023 Q4	$394K	Hold	12,053	–	–	0.1%	164
2023 Q3	$367K	Hold	12,053	–	–	0.1%	164
2023 Q2	$375K	Hold	12,053	–	–	0.1%	162
2023 Q1	$352K	Hold	12,053	–	–	0.1%	165
2022 Q4	$342K	Hold	12,053	–	–	0.11%	162
2022 Q3	$323K	Hold	12,053	–	–	0.11%	157
2022 Q2	$325K	Sell	12,053 -810	-6%	-$22.7K	0.1%	161
2022 Q1	$377K	Buy	+12,863	New	+$374K	0.1%	152

Other funds holding PFEB

BCM

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

KAS

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

CWRP

Cassady Wealth & Retirement Planning Henderson, Nevada $215M AUM

SEP

Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

BWM

BCS Wealth Management Johnson City, Tennessee $555M AUM 18.41% 1-Year Est. Return

CRWM

Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MFG

MTM Financial Group Bethlehem, Pennsylvania $233M AUM 14.67% 1-Year Est. Return

Cypress Wealth Services's PFEB Position: Q2 2026 in Review

Cypress Wealth Services held its Innovator US Equity Power Buffer ETF February (PFEB) position steady in Q2 2026 at 5,244 shares worth $226K. The position accounts for 0.03% of the portfolio, ranked #392.

Cypress Wealth Services first reported a position in PFEB in Q1 2022 and has held it in 15 quarters since. The position peaked at $423K in Q2 2024. 75 funds tracked by Wall St. Rank hold PFEB as of Q2 2026.

Cypress Wealth Services held 5,244 shares of Innovator US Equity Power Buffer ETF February worth $226K as of Q2 2026.
Cypress Wealth Services left its Innovator US Equity Power Buffer ETF February share count unchanged in Q2 2026.
Innovator US Equity Power Buffer ETF February made up 0.03% of Cypress Wealth Services's portfolio in Q2 2026, its #392 holding.
Cypress Wealth Services first reported a position in Innovator US Equity Power Buffer ETF February in Q1 2022 and has held it in 15 quarters since.
Cypress Wealth Services's Innovator US Equity Power Buffer ETF February position peaked at $423K in Q2 2024.
75 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF February as of Q2 2026.

Based on Cypress Wealth Services's 13F filing for Q2 2026, filed 13 Jul 2026.