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Dakota Wealth Management’s Innovator US Equity Power Buffer ETF February PFEB Stock Holding History

Dakota Wealth Management’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 		$647K Buy
15,029
+2,158
+17% +$91.3K 0.01% 523
2026
Q1 		$516K Buy
+12,871
New +$525K 0.01% 538

Other funds holding PFEB

AllianceBernstein
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
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
AP
Americana Partners Houston, Texas $4.44B AUM 29.45% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
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

Dakota Wealth Management's PFEB Position: Q2 2026 in Review

Dakota Wealth Management increased its Innovator US Equity Power Buffer ETF February (PFEB) stake by 17% in Q2 2026, buying an estimated $91.3K and bringing the position to 15,029 shares worth $647K. The position accounts for 0.01% of the portfolio, ranked #523.

Dakota Wealth Management first reported a position in PFEB in Q1 2026 and has held it in 2 quarters since. 226 funds tracked by Wall St. Rank hold PFEB as of Q2 2026.

  • Dakota Wealth Management held 15,029 shares of Innovator US Equity Power Buffer ETF February worth $647K as of Q2 2026.
  • Dakota Wealth Management bought 2,158 Innovator US Equity Power Buffer ETF February shares in Q2 2026, an estimated $91.3K.
  • Innovator US Equity Power Buffer ETF February made up 0.01% of Dakota Wealth Management's portfolio in Q2 2026, its #523 holding.
  • Dakota Wealth Management first reported a position in Innovator US Equity Power Buffer ETF February in Q1 2026 and has held it in 2 quarters since.
  • 226 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF February as of Q2 2026.

Based on Dakota Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.