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Investment Research & Advisory Group’s Innovator US Equity Power Buffer ETF February PFEB Stock Holding History

Investment Research & Advisory 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
2023
Q3 		– Sell
-300
Closed -$9.24K – 227
2023
Q2 		$9.24K Buy
+300
New +$8.94K 0.01% 161

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
MMA
Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SFG
Steward Financial Group Colleyville, Texas $315M AUM 13.78% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return

Investment Research & Advisory Group's PFEB Position: Q3 2023 in Review

Investment Research & Advisory Group sold out of Innovator US Equity Power Buffer ETF February (PFEB) in Q3 2023, closing a stake of 300 shares — an estimated $9.24K sold.

Investment Research & Advisory Group first reported a position in PFEB in Q2 2023 and held it in 1 quarter. The position peaked at $9.24K in Q2 2023. 132 funds tracked by Wall St. Rank hold PFEB as of Q3 2023.

  • Investment Research & Advisory Group reported no remaining Innovator US Equity Power Buffer ETF February position as of Q3 2023 after selling out during the quarter.
  • Investment Research & Advisory Group sold 300 Innovator US Equity Power Buffer ETF February shares in Q3 2023, an estimated $9.24K.
  • Investment Research & Advisory Group first reported a position in Innovator US Equity Power Buffer ETF February in Q2 2023 and held it in 1 quarter.
  • Investment Research & Advisory Group's Innovator US Equity Power Buffer ETF February position peaked at $9.24K in Q2 2023.
  • 132 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF February as of Q3 2023.

Based on Investment Research & Advisory Group's 13F filing for Q3 2023, filed 19 Oct 2023.