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

IMG 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
2026
Q2 		$60.4K Sell
1,403
-171
-11% -$7.24K 0.03% 176
2026
Q1 		$63.1K Hold
1,574
– – 0.04% 155
2025
Q4 		$64.1K Hold
1,574
– – 0.04% 152
2025
Q3 		$62.5K Hold
1,574
– – 0.04% 143
2025
Q2 		$59.8K Buy
+1,574
New +$57.2K 0.05% 142

Other funds holding PFEB

AllianceBernstein
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
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
AP
Americana Partners Houston, Texas $4.44B AUM 29.45% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
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

IMG Wealth Management's PFEB Position: Q2 2026 in Review

IMG Wealth Management reduced its Innovator US Equity Power Buffer ETF February (PFEB) stake by 11% in Q2 2026, selling an estimated $7.24K and leaving 1,403 shares worth $60.4K. The position accounts for 0.03% of the portfolio, ranked #176.

IMG Wealth Management first reported a position in PFEB in Q2 2025 and has held it in 5 quarters since. The position peaked at $64.1K in Q4 2025. 226 funds tracked by Wall St. Rank hold PFEB as of Q2 2026.

  • IMG Wealth Management held 1,403 shares of Innovator US Equity Power Buffer ETF February worth $60.4K as of Q2 2026.
  • IMG Wealth Management sold 171 Innovator US Equity Power Buffer ETF February shares in Q2 2026, an estimated $7.24K.
  • Innovator US Equity Power Buffer ETF February made up 0.03% of IMG Wealth Management's portfolio in Q2 2026, its #176 holding.
  • IMG Wealth Management first reported a position in Innovator US Equity Power Buffer ETF February in Q2 2025 and has held it in 5 quarters since.
  • IMG Wealth Management's Innovator US Equity Power Buffer ETF February position peaked at $64.1K in Q4 2025.
  • 226 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF February as of Q2 2026.

Based on IMG Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.