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EverSource Wealth Advisors’s Innovator US Equity Power Buffer ETF February PFEB Stock Holding History

EverSource 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
2026
Q1 		$12.7K Hold
316
– – ﹤0.01% 2790
2025
Q4 		$12.9K Hold
316
– – ﹤0.01% 2672
2025
Q3 		$12.5K Hold
316
– – ﹤0.01% 2690
2025
Q2 		$12K Hold
316
– – ﹤0.01% 2684
2025
Q1 		$11.3K Hold
316
– – ﹤0.01% 2046
2024
Q4 		$11.6K Hold
316
– – ﹤0.01% 1911
2024
Q3 		$11.4K Sell
316
-67
-17% -$2.38K ﹤0.01% 1788
2024
Q2 		$13.5K Hold
383
– – ﹤0.01% 1702
2024
Q1 		$12.9K Buy
+383
New +$12.8K ﹤0.01% 1571

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BCM
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Commonwealth Equity Services
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Focus Partners Wealth
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Raymond James Financial
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KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return