Farther Finance Advisors’s Innovator US Equity Power Buffer ETF February PFEB Stock Holding History

Farther Finance 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 Q3	$1.07M	Sell	24,324 -9,098	-27%	-$397K	0.01%	1088
2026 Q2	$1.44M	Buy	33,422 +6,624	+25%	+$280K	0.01%	895
2026 Q1	$1.08M	Buy	26,798 +14,624	+120%	+$597K	0.01%	912
2025 Q4	$496K	Sell	12,174 -363	-3%	-$14.5K	0.01%	1315
2025 Q3	$498K	Sell	12,537 -112,232	-90%	-$4.36M	0.01%	1073
2025 Q2	$4.74M	Buy	124,769 +97,213	+353%	+$3.53M	0.09%	200
2025 Q1	$991K	Buy	27,556 +13,949	+103%	+$512K	0.03%	503
2024 Q4	$501K	Buy	+13,607	New	+$496K	0.02%	581

Other funds holding PFEB

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

WCG

Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return

CRWM

Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return

GCP

Gill Capital Partners Denver, Colorado $366M AUM 12.21% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

FMWA

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

LWA

Lineweaver Wealth Advisors Valley View, Ohio $863M AUM 14.27% 1-Year Est. Return

PIAS

PCA Investment Advisory Services Cincinnati, Ohio $368M AUM 14.36% 1-Year Est. Return

CIA

Cape Investment Advisory Mcdonough, Georgia $388M AUM 17.15% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Farther Finance Advisors's PFEB Position: Q3 2026 in Review

Farther Finance Advisors reduced its Innovator US Equity Power Buffer ETF February (PFEB) stake by 27% in Q3 2026, selling an estimated $397K and leaving 24,324 shares worth $1.07M. The position accounts for 0.01% of the portfolio, ranked #1088.

Farther Finance Advisors first reported a position in PFEB in Q4 2024 and has held it in 8 quarters since. The position peaked at $4.74M in Q2 2025. 20 funds tracked by Wall St. Rank hold PFEB as of Q3 2026.

Farther Finance Advisors held 24,324 shares of Innovator US Equity Power Buffer ETF February worth $1.07M as of Q3 2026.
Farther Finance Advisors sold 9,098 Innovator US Equity Power Buffer ETF February shares in Q3 2026, an estimated $397K.
Innovator US Equity Power Buffer ETF February made up 0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #1088 holding.
Farther Finance Advisors first reported a position in Innovator US Equity Power Buffer ETF February in Q4 2024 and has held it in 8 quarters since.
Farther Finance Advisors's Innovator US Equity Power Buffer ETF February position peaked at $4.74M in Q2 2025.
20 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF February as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.