Dixon Hughes Goodman Wealth Advisors’s Innovator US Equity Power Buffer ETF February PFEB Stock Holding History

Dixon Hughes Goodman Wealth Advisors’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
2022 Q1	$2.16M	Buy	73,477 +71,474	+3,568%	+$2.08M	0.62%	23
2021 Q4	$59K	Buy	+2,003	New	+$58.1K	0.02%	245

Other funds holding PFEB

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

BCM

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

XML Financial Bethesda, Maryland $1.24B AUM 20.4% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

GSIS

Global Strategic Investment Solutions Scottsdale, Arizona $1.03B AUM 16.75% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

SEP

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

Dixon Hughes Goodman Wealth Advisors's PFEB Position: Q1 2022 in Review

Dixon Hughes Goodman Wealth Advisors increased its Innovator US Equity Power Buffer ETF February (PFEB) stake by 3,568% in Q1 2022, buying an estimated $2.08M and bringing the position to 73,477 shares worth $2.16M. The position accounts for 0.62% of the portfolio, ranked #23.

Dixon Hughes Goodman Wealth Advisors first reported a position in PFEB in Q4 2021 and has held it in 2 quarters since. 92 funds tracked by Wall St. Rank hold PFEB as of Q1 2022.

Dixon Hughes Goodman Wealth Advisors held 73,477 shares of Innovator US Equity Power Buffer ETF February worth $2.16M as of Q1 2022.
Dixon Hughes Goodman Wealth Advisors bought 71,474 Innovator US Equity Power Buffer ETF February shares in Q1 2022, an estimated $2.08M.
Innovator US Equity Power Buffer ETF February made up 0.62% of Dixon Hughes Goodman Wealth Advisors's portfolio in Q1 2022, its #23 holding.
Dixon Hughes Goodman Wealth Advisors first reported a position in Innovator US Equity Power Buffer ETF February in Q4 2021 and has held it in 2 quarters since.
92 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF February as of Q1 2022.

Based on Dixon Hughes Goodman Wealth Advisors's 13F filing for Q1 2022, filed 4 Apr 2022.