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 Q2	$215K	Sell	6,929 -150	-2%	-$4.5K	0.06%	199
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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

KAS

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

CAM

Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cornerstone Wealth Greeneville, Tennessee $198M AUM

DHJJ Financial Advisors's KFEB Position: Q2 2026 in Review

DHJJ Financial Advisors reduced its Innovator U.S. Small Cap Power Buffer ETF - February (KFEB) stake by 2.1% in Q2 2026, selling an estimated $4.5K and leaving 6,929 shares worth $215K. The position accounts for 0.06% of the portfolio, ranked #199.

DHJJ Financial Advisors first reported a position in KFEB in Q1 2025 and has held it in 6 quarters since. 44 funds tracked by Wall St. Rank hold KFEB as of Q2 2026.

DHJJ Financial Advisors held 6,929 shares of Innovator U.S. Small Cap Power Buffer ETF - February worth $215K as of Q2 2026.
DHJJ Financial Advisors sold 150 Innovator U.S. Small Cap Power Buffer ETF - February shares in Q2 2026, an estimated $4.5K.
Innovator U.S. Small Cap Power Buffer ETF - February made up 0.06% of DHJJ Financial Advisors's portfolio in Q2 2026, its #199 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 6 quarters since.
44 funds tracked by Wall St. Rank held Innovator U.S. Small Cap Power Buffer ETF - February as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.