Keystone Financial Group (Georgia)’s Innovator US Equity Power Buffer ETF February PFEB Stock Holding History

Keystone Financial Group (Georgia)’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	$312K	Sell	7,256 -704	-9%	-$29.8K	0.16%	44
2026 Q1	$319K	Sell	7,960 -5,086	-39%	-$208K	0.17%	45
2025 Q4	$531K	Hold	13,046	–	–	0.28%	39
2025 Q3	$518K	Sell	13,046 -876	-6%	-$34K	0.29%	40
2025 Q2	$534K	Sell	13,922 -711	-5%	-$25.8K	0.34%	37
2025 Q1	$524K	Buy	14,633 +254	+2%	+$9.33K	0.37%	35
2024 Q4	$529K	Buy	+14,379	New	+$524K	0.43%	38

Other funds holding PFEB

BCM

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

SEP

Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

BWM

BCS Wealth Management Johnson City, Tennessee $555M AUM 18.41% 1-Year Est. Return

CRWM

Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Diligent Investors Redlands, California $449M AUM 26.15% 1-Year Est. Return

YWS

Yarger Wealth Strategies Westerville, Ohio $278M AUM 22.01% 1-Year Est. Return

Chris Bulman Roseville, California $274M AUM 22.07% 1-Year Est. Return

KWM

KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return

Keystone Financial Group (Georgia)'s PFEB Position: Q2 2026 in Review

Keystone Financial Group (Georgia) reduced its Innovator US Equity Power Buffer ETF February (PFEB) stake by 8.8% in Q2 2026, selling an estimated $29.8K and leaving 7,256 shares worth $312K. The position accounts for 0.16% of the portfolio, ranked #44.

Keystone Financial Group (Georgia) first reported a position in PFEB in Q4 2024 and has held it in 7 quarters since. The position peaked at $534K in Q2 2025. 58 funds tracked by Wall St. Rank hold PFEB as of Q2 2026.

Keystone Financial Group (Georgia) held 7,256 shares of Innovator US Equity Power Buffer ETF February worth $312K as of Q2 2026.
Keystone Financial Group (Georgia) sold 704 Innovator US Equity Power Buffer ETF February shares in Q2 2026, an estimated $29.8K.
Innovator US Equity Power Buffer ETF February made up 0.16% of Keystone Financial Group (Georgia)'s portfolio in Q2 2026, its #44 holding.
Keystone Financial Group (Georgia) first reported a position in Innovator US Equity Power Buffer ETF February in Q4 2024 and has held it in 7 quarters since.
Keystone Financial Group (Georgia)'s Innovator US Equity Power Buffer ETF February position peaked at $534K in Q2 2025.
58 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF February as of Q2 2026.

Based on Keystone Financial Group (Georgia)'s 13F filing for Q2 2026, filed 21 Jul 2026.