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Gladstone Institutional Advisory’s Innovator US Equity Power Buffer ETF February PFEB Stock Holding History

Gladstone Institutional Advisory’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 		$284K Hold
6,600
– – 0.01% 756
2026
Q1 		$265K Buy
+6,600
New +$269K 0.01% 715

Other funds holding PFEB

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
CWRP
Cassady Wealth & Retirement Planning Henderson, Nevada $215M AUM
SEP
Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
BWM
BCS Wealth Management Johnson City, Tennessee $555M AUM 18.41% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MFG
MTM Financial Group Bethlehem, Pennsylvania $233M AUM 14.67% 1-Year Est. Return
DI
Diligent Investors Redlands, California $449M AUM 26.15% 1-Year Est. Return

Gladstone Institutional Advisory's PFEB Position: Q2 2026 in Review

Gladstone Institutional Advisory held its Innovator US Equity Power Buffer ETF February (PFEB) position steady in Q2 2026 at 6,600 shares worth $284K. The position accounts for 0.01% of the portfolio, ranked #756.

Gladstone Institutional Advisory first reported a position in PFEB in Q1 2026 and has held it in 2 quarters since. 69 funds tracked by Wall St. Rank hold PFEB as of Q2 2026.

  • Gladstone Institutional Advisory held 6,600 shares of Innovator US Equity Power Buffer ETF February worth $284K as of Q2 2026.
  • Gladstone Institutional Advisory 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 Gladstone Institutional Advisory's portfolio in Q2 2026, its #756 holding.
  • Gladstone Institutional Advisory first reported a position in Innovator US Equity Power Buffer ETF February in Q1 2026 and has held it in 2 quarters since.
  • 69 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF February as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.