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Galvin Gaustad & Stein’s Innovator US Equity Power Buffer ETF February PFEB Stock Holding History

Galvin Gaustad & Stein’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 		$436K Buy
10,878
+331
+3% +$13.5K 0.03% 182
2025
Q4 		$429K Buy
+10,547
New +$423K 0.03% 177

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

Galvin Gaustad & Stein's PFEB Position: Q1 2026 in Review

Galvin Gaustad & Stein increased its Innovator US Equity Power Buffer ETF February (PFEB) stake by 3.1% in Q1 2026, buying an estimated $13.5K and bringing the position to 10,878 shares worth $436K. The position accounts for 0.03% of the portfolio, ranked #182.

Galvin Gaustad & Stein first reported a position in PFEB in Q4 2025 and has held it in 2 quarters since. 234 funds tracked by Wall St. Rank hold PFEB as of Q1 2026.

  • Galvin Gaustad & Stein held 10,878 shares of Innovator US Equity Power Buffer ETF February worth $436K as of Q1 2026.
  • Galvin Gaustad & Stein bought 331 Innovator US Equity Power Buffer ETF February shares in Q1 2026, an estimated $13.5K.
  • Innovator US Equity Power Buffer ETF February made up 0.03% of Galvin Gaustad & Stein's portfolio in Q1 2026, its #182 holding.
  • Galvin Gaustad & Stein first reported a position in Innovator US Equity Power Buffer ETF February in Q4 2025 and has held it in 2 quarters since.
  • 234 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF February as of Q1 2026.

Based on Galvin Gaustad & Stein's 13F filing for Q1 2026, filed 14 May 2026.