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 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

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

Independent Financial Group's PFEB Position: Q2 2026 in Review

Independent Financial Group increased its Innovator US Equity Power Buffer ETF February (PFEB) stake by 3.9% in Q2 2026, buying an estimated $21.2K and bringing the position to 13,339 shares worth $574K. The position accounts for 0.01% of the portfolio, ranked #935.

Independent Financial Group first reported a position in PFEB in Q1 2024 and has held it in 10 quarters since. The position peaked at $651K in Q2 2025. 226 funds tracked by Wall St. Rank hold PFEB as of Q2 2026.

Independent Financial Group held 13,339 shares of Innovator US Equity Power Buffer ETF February worth $574K as of Q2 2026.
Independent Financial Group bought 500 Innovator US Equity Power Buffer ETF February shares in Q2 2026, an estimated $21.2K.
Innovator US Equity Power Buffer ETF February made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #935 holding.
Independent Financial Group first reported a position in Innovator US Equity Power Buffer ETF February in Q1 2024 and has held it in 10 quarters since.
Independent Financial Group's Innovator US Equity Power Buffer ETF February position peaked at $651K in Q2 2025.
226 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF February as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.