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 Q2	$13.6K	Hold	316	–	–	﹤0.01%	2711
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

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

EverSource Wealth Advisors's PFEB Position: Q2 2026 in Review

EverSource Wealth Advisors held its Innovator US Equity Power Buffer ETF February (PFEB) position steady in Q2 2026 at 316 shares worth $13.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2711.

EverSource Wealth Advisors first reported a position in PFEB in Q1 2024 and has held it in 10 quarters since. 226 funds tracked by Wall St. Rank hold PFEB as of Q2 2026.

EverSource Wealth Advisors held 316 shares of Innovator US Equity Power Buffer ETF February worth $13.6K as of Q2 2026.
EverSource Wealth Advisors left its Innovator US Equity Power Buffer ETF February share count unchanged in Q2 2026.
Innovator US Equity Power Buffer ETF February made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2711 holding.
EverSource Wealth Advisors first reported a position in Innovator US Equity Power Buffer ETF February in Q1 2024 and has held it in 10 quarters since.
226 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF February as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.