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Foundations Investment Advisors’s Innovator US Equity Power Buffer ETF February PFEB Stock Holding History

Foundations Investment 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 		$1.81M Sell
42,128
-1,364
-3% -$57.7K 0.02% 427
2026
Q1 		$1.74M Buy
43,492
+13,628
+46% +$556K 0.02% 402
2025
Q4 		$1.22M Sell
29,864
-1,037
-3% -$41.6K 0.02% 459
2025
Q3 		$1.23M Sell
30,901
-5,518
-15% -$214K 0.02% 424
2025
Q2 		$1.38M Buy
36,419
+11,211
+44% +$407K 0.02% 360
2025
Q1 		$903K Buy
25,208
+2,253
+10% +$82.7K 0.02% 422
2024
Q4 		$845K Sell
22,955
-270
-1% -$9.84K 0.02% 437
2024
Q3 		$837K Sell
23,225
-639
-3% -$22.7K 0.02% 396
2024
Q2 		$838K Buy
23,864
+2,271
+11% +$78K 0.02% 378
2024
Q1 		$738K Buy
21,593
+14,824
+219% +$495K 0.02% 383
2023
Q4 		$225K Sell
6,769
-6,460
-49% -$202K 0.01% 616
2023
Q3 		$403K Buy
+13,229
New +$409K 0.01% 443

Other funds holding PFEB

AllianceBernstein
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
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
AP
Americana Partners Houston, Texas $4.44B AUM 29.45% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
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

Foundations Investment Advisors's PFEB Position: Q2 2026 in Review

Foundations Investment Advisors reduced its Innovator US Equity Power Buffer ETF February (PFEB) stake by 3.1% in Q2 2026, selling an estimated $57.7K and leaving 42,128 shares worth $1.81M. The position accounts for 0.02% of the portfolio, ranked #427.

Foundations Investment Advisors first reported a position in PFEB in Q3 2023 and has held it in 12 quarters since. 226 funds tracked by Wall St. Rank hold PFEB as of Q2 2026.

  • Foundations Investment Advisors held 42,128 shares of Innovator US Equity Power Buffer ETF February worth $1.81M as of Q2 2026.
  • Foundations Investment Advisors sold 1,364 Innovator US Equity Power Buffer ETF February shares in Q2 2026, an estimated $57.7K.
  • Innovator US Equity Power Buffer ETF February made up 0.02% of Foundations Investment Advisors's portfolio in Q2 2026, its #427 holding.
  • Foundations Investment Advisors first reported a position in Innovator US Equity Power Buffer ETF February in Q3 2023 and has held it in 12 quarters since.
  • 226 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF February as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.