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

Elmwood 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
2025
Q3 		– Sell
-18,910
Closed -$719K – 143
2025
Q2 		$719K Buy
+18,910
New +$687K 0.28% 85

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Commonwealth Equity Services
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BCM
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Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
RCMF
RK Capital Management (Florida) Weston, Florida $2.6B AUM 83.27% 1-Year Est. Return
CG
Caprock Group Boise, Idaho $5.22B AUM 42.47% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Elmwood Wealth Management's PFEB Position: Q3 2025 in Review

Elmwood Wealth Management sold out of Innovator US Equity Power Buffer ETF February (PFEB) in Q3 2025, closing a stake of 18,910 shares — an estimated $719K sold.

Elmwood Wealth Management first reported a position in PFEB in Q2 2025 and held it in 1 quarter. The position peaked at $719K in Q2 2025. 199 funds tracked by Wall St. Rank hold PFEB as of Q3 2025.

  • Elmwood Wealth Management reported no remaining Innovator US Equity Power Buffer ETF February position as of Q3 2025 after selling out during the quarter.
  • Elmwood Wealth Management sold 18,910 Innovator US Equity Power Buffer ETF February shares in Q3 2025, an estimated $719K.
  • Elmwood Wealth Management first reported a position in Innovator US Equity Power Buffer ETF February in Q2 2025 and held it in 1 quarter.
  • Elmwood Wealth Management's Innovator US Equity Power Buffer ETF February position peaked at $719K in Q2 2025.
  • 199 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF February as of Q3 2025.

Based on Elmwood Wealth Management's 13F filing for Q3 2025, filed 6 Nov 2025.