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

Diversify 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	$1.59M	Hold	36,896	–	–	0.03%	490
2026 Q1	$1.55M	Buy	+36,896	New	+$1.51M	0.03%	457

Other funds holding PFEB

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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Americana Partners Houston, Texas $4.44B AUM 29.45% 1-Year Est. Return

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

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

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

Diversify Wealth Management held its Innovator US Equity Power Buffer ETF February (PFEB) position steady in Q2 2026 at 36,896 shares worth $1.59M. The position accounts for 0.03% of the portfolio, ranked #490.

Diversify 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.

Diversify Wealth Management held 36,896 shares of Innovator US Equity Power Buffer ETF February worth $1.59M as of Q2 2026.
Diversify Wealth Management 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 Diversify Wealth Management's portfolio in Q2 2026, its #490 holding.
Diversify 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 Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.