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

Evolution 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
2026
Q1 		$41.9K Sell
1,044
-206
-16% -$8.41K 0.03% 300
2025
Q4 		$50.9K Hold
1,250
– – 0.04% 243
2025
Q3 		$49.6K Hold
1,250
– – 0.05% 210
2025
Q2 		$47.5K Buy
+1,250
New +$45.4K 0.06% 188

Other funds holding PFEB

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Evolution Wealth Management's PFEB Position: Q1 2026 in Review

Evolution Wealth Management reduced its Innovator US Equity Power Buffer ETF February (PFEB) stake by 16% in Q1 2026, selling an estimated $8.41K and leaving 1,044 shares worth $41.9K. The position accounts for 0.03% of the portfolio, ranked #300.

Evolution Wealth Management first reported a position in PFEB in Q2 2025 and has held it in 4 quarters since. The position peaked at $50.9K in Q4 2025. 234 funds tracked by Wall St. Rank hold PFEB as of Q1 2026.

  • Evolution Wealth Management held 1,044 shares of Innovator US Equity Power Buffer ETF February worth $41.9K as of Q1 2026.
  • Evolution Wealth Management sold 206 Innovator US Equity Power Buffer ETF February shares in Q1 2026, an estimated $8.41K.
  • Innovator US Equity Power Buffer ETF February made up 0.03% of Evolution Wealth Management's portfolio in Q1 2026, its #300 holding.
  • Evolution Wealth Management first reported a position in Innovator US Equity Power Buffer ETF February in Q2 2025 and has held it in 4 quarters since.
  • Evolution Wealth Management's Innovator US Equity Power Buffer ETF February position peaked at $50.9K in Q4 2025.
  • 234 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF February as of Q1 2026.

Based on Evolution Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.