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

HFG 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
2023 Q1	$16.6M	Buy	+566,720	New	+$16.3M	3.44%	7

Other funds holding PFEB

AllianceBernstein

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Steward Financial Group Colleyville, Texas $315M AUM 13.78% 1-Year Est. Return

Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

Range Financial Group Tigard, Oregon $366M AUM 76.17% 1-Year Est. Return

MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return

HFG Wealth Management's PFEB Position: Q1 2023 in Review

HFG Wealth Management opened a new position in Innovator US Equity Power Buffer ETF February (PFEB) in Q1 2023: 566,720 shares worth $16.6M. The stake represents 3.44% of the portfolio and ranks #7 among its holdings.

145 funds tracked by Wall St. Rank hold PFEB as of Q1 2023.

HFG Wealth Management held 566,720 shares of Innovator US Equity Power Buffer ETF February worth $16.6M as of Q1 2023.
Innovator US Equity Power Buffer ETF February was a new HFG Wealth Management position in Q1 2023.
Innovator US Equity Power Buffer ETF February made up 3.44% of HFG Wealth Management's portfolio in Q1 2023, its #7 holding.
145 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF February as of Q1 2023.

Based on HFG Wealth Management's 13F filing for Q1 2023, filed 28 Jun 2024.