Independent Financial Group’s Innovator US Equity Power Buffer ETF February PFEB Stock Holding History

Independent Financial Group’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 Q3	$588K	Hold	13,339	–	–	0.01%	923
2026 Q2	$574K	Buy	13,339 +500	+4%	+$21.2K	0.01%	935
2026 Q1	$515K	Buy	12,839 +2,706	+27%	+$110K	0.01%	922
2025 Q4	$413K	Sell	10,133 -5,500	-35%	-$220K	0.01%	991
2025 Q3	$620K	Sell	15,633 -1,500	-9%	-$58.3K	0.01%	757
2025 Q2	$651K	Buy	17,133 +3,000	+21%	+$109K	0.02%	678
2025 Q1	$506K	Buy	14,133 +7,000	+98%	+$257K	0.02%	706
2024 Q4	$262K	Hold	7,133	–	–	0.01%	950
2024 Q3	$257K	Hold	7,133	–	–	0.01%	935
2024 Q2	$251K	Buy	7,133 +500	+8%	+$17.2K	0.01%	922
2024 Q1	$227K	Buy	+6,633	New	+$222K	0.01%	913

Other funds holding PFEB

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

WCG

Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return

CRWM

Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return

GCP

Gill Capital Partners Denver, Colorado $366M AUM 12.21% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

FMWA

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

LWA

Lineweaver Wealth Advisors Valley View, Ohio $863M AUM 14.27% 1-Year Est. Return

PIAS

PCA Investment Advisory Services Cincinnati, Ohio $368M AUM 14.36% 1-Year Est. Return

CIA

Cape Investment Advisory Mcdonough, Georgia $388M AUM 17.15% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Independent Financial Group's PFEB Position: Q3 2026 in Review

Independent Financial Group held its Innovator US Equity Power Buffer ETF February (PFEB) position steady in Q3 2026 at 13,339 shares worth $588K. The position accounts for 0.01% of the portfolio, ranked #923.

Independent Financial Group first reported a position in PFEB in Q1 2024 and has held it in 11 quarters since. The position peaked at $651K in Q2 2025. 20 funds tracked by Wall St. Rank hold PFEB as of Q3 2026.

Independent Financial Group held 13,339 shares of Innovator US Equity Power Buffer ETF February worth $588K as of Q3 2026.
Independent Financial Group left its Innovator US Equity Power Buffer ETF February share count unchanged in Q3 2026.
Innovator US Equity Power Buffer ETF February made up 0.01% of Independent Financial Group's portfolio in Q3 2026, its #923 holding.
Independent Financial Group first reported a position in Innovator US Equity Power Buffer ETF February in Q1 2024 and has held it in 11 quarters since.
Independent Financial Group's Innovator US Equity Power Buffer ETF February position peaked at $651K in Q2 2025.
20 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF February as of Q3 2026.

Based on Independent Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.