EPW
PFEB icon

Evergreen Private Wealth’s Innovator US Equity Power Buffer ETF February PFEB Stock Holding History

Evergreen Private Wealth’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
2024
Q1 		– Sell
-1,937
Closed -$63.2K – 222
2023
Q4 		$63.2K Buy
+1,937
New +$60.7K 0.03% 102

Other funds holding PFEB

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Evergreen Private Wealth's PFEB Position: Q1 2024 in Review

Evergreen Private Wealth sold out of Innovator US Equity Power Buffer ETF February (PFEB) in Q1 2024, closing a stake of 1,937 shares — an estimated $63.2K sold.

Evergreen Private Wealth first reported a position in PFEB in Q4 2023 and held it in 1 quarter. The position peaked at $63.2K in Q4 2023. 179 funds tracked by Wall St. Rank hold PFEB as of Q1 2024.

  • Evergreen Private Wealth reported no remaining Innovator US Equity Power Buffer ETF February position as of Q1 2024 after selling out during the quarter.
  • Evergreen Private Wealth sold 1,937 Innovator US Equity Power Buffer ETF February shares in Q1 2024, an estimated $63.2K.
  • Evergreen Private Wealth first reported a position in Innovator US Equity Power Buffer ETF February in Q4 2023 and held it in 1 quarter.
  • Evergreen Private Wealth's Innovator US Equity Power Buffer ETF February position peaked at $63.2K in Q4 2023.
  • 179 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF February as of Q1 2024.

Based on Evergreen Private Wealth's 13F filing for Q1 2024, filed 17 Apr 2024.