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HB Wealth Management’s Innovator US Equity Power Buffer ETF February PFEB Stock Holding History

HB Wealth Management’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
2025
Q1 		– Sell
-11,451
Closed -$421K – 1266
2024
Q4 		$421K Buy
11,451
+2,896
+34% +$106K ﹤0.01% 679
2024
Q3 		$308K Buy
+8,555
New +$303K ﹤0.01% 752

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RCMF
RK Capital Management (Florida) Weston, Florida $2.6B AUM 83.27% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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

HB Wealth Management's PFEB Position: Q1 2025 in Review

HB Wealth Management sold out of Innovator US Equity Power Buffer ETF February (PFEB) in Q1 2025, closing a stake of 11,451 shares — an estimated $421K sold.

HB Wealth Management first reported a position in PFEB in Q3 2024 and held it in 2 quarters. The position peaked at $421K in Q4 2024. 208 funds tracked by Wall St. Rank hold PFEB as of Q1 2025.

  • HB Wealth Management reported no remaining Innovator US Equity Power Buffer ETF February position as of Q1 2025 after selling out during the quarter.
  • HB Wealth Management sold 11,451 Innovator US Equity Power Buffer ETF February shares in Q1 2025, an estimated $421K.
  • HB Wealth Management first reported a position in Innovator US Equity Power Buffer ETF February in Q3 2024 and held it in 2 quarters.
  • HB Wealth Management's Innovator US Equity Power Buffer ETF February position peaked at $421K in Q4 2024.
  • 208 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF February as of Q1 2025.

Based on HB Wealth Management's 13F filing for Q1 2025, filed 7 May 2025.