Global Wealth Strategies & Associates’s Innovator US Equity Power Buffer ETF February PFEB Stock Holding History

Global Wealth Strategies & Associates’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	–	Sell	-1,812	Closed	-$72.7K	–	345
2026 Q1	$72.7K	Sell	1,812 -382	-17%	-$15.6K	0.02%	139
2025 Q4	$89.3K	Sell	2,194 -335	-13%	-$13.4K	0.02%	113
2025 Q3	$100K	Buy	+2,529	New	+$98.3K	0.03%	100

Other funds holding PFEB

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 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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Americana Partners Houston, Texas $4.44B AUM 29.45% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Global Wealth Strategies & Associates's PFEB Position: Q2 2026 in Review

Global Wealth Strategies & Associates sold out of Innovator US Equity Power Buffer ETF February (PFEB) in Q2 2026, closing a stake of 1,812 shares — an estimated $72.7K sold.

Global Wealth Strategies & Associates first reported a position in PFEB in Q3 2025 and held it in 3 quarters. The position peaked at $100K in Q3 2025. 226 funds tracked by Wall St. Rank hold PFEB as of Q2 2026.

Global Wealth Strategies & Associates reported no remaining Innovator US Equity Power Buffer ETF February position as of Q2 2026 after selling out during the quarter.
Global Wealth Strategies & Associates sold 1,812 Innovator US Equity Power Buffer ETF February shares in Q2 2026, an estimated $72.7K.
Global Wealth Strategies & Associates first reported a position in Innovator US Equity Power Buffer ETF February in Q3 2025 and held it in 3 quarters.
Global Wealth Strategies & Associates's Innovator US Equity Power Buffer ETF February position peaked at $100K in Q3 2025.
226 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF February as of Q2 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2026, filed 1 Jul 2026.