DFA
KFEB

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

DHJJ Financial 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 		$199K Buy
7,079
+4,529
+178% +$129K 0.07% 192
2025
Q4 		$69.5K Sell
2,550
-200
-7% -$5.42K 0.02% 330
2025
Q3 		$73.6K Hold
2,750
– – 0.03% 300
2025
Q2 		$68.5K Hold
2,750
– – 0.02% 300
2025
Q1 		$65.3K Buy
+2,750
New +$67.4K 0.03% 282

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

DHJJ Financial Advisors's KFEB Position: Q1 2026 in Review

DHJJ Financial Advisors increased its Innovator U.S. Small Cap Power Buffer ETF - February (KFEB) stake by 178% in Q1 2026, buying an estimated $129K and bringing the position to 7,079 shares worth $199K. The position accounts for 0.07% of the portfolio, ranked #192.

DHJJ Financial Advisors first reported a position in KFEB in Q1 2025 and has held it in 5 quarters since. 52 funds tracked by Wall St. Rank hold KFEB as of Q1 2026.

  • DHJJ Financial Advisors held 7,079 shares of Innovator U.S. Small Cap Power Buffer ETF - February worth $199K as of Q1 2026.
  • DHJJ Financial Advisors bought 4,529 Innovator U.S. Small Cap Power Buffer ETF - February shares in Q1 2026, an estimated $129K.
  • Innovator U.S. Small Cap Power Buffer ETF - February made up 0.07% of DHJJ Financial Advisors's portfolio in Q1 2026, its #192 holding.
  • DHJJ Financial Advisors first reported a position in Innovator U.S. Small Cap Power Buffer ETF - February in Q1 2025 and has held it in 5 quarters since.
  • 52 funds tracked by Wall St. Rank held Innovator U.S. Small Cap Power Buffer ETF - February as of Q1 2026.

Based on DHJJ Financial Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.