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Kingswood Wealth Advisors’s Innovator US Equity Power Buffer ETF February PFEB Stock Holding History

Kingswood Wealth Advisors’s Portfolio PFEB Stock Details PFEB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$316K Hold
8,311
– – 0.02% 551
2025
Q1 		$298K Sell
8,311
-7,597
-48% -$272K 0.03% 549
2024
Q4 		$585K Hold
15,908
– – 0.04% 398
2024
Q3 		$573K Hold
15,908
– – 0.04% 423
2024
Q2 		$559K Hold
15,908
– – 0.05% 361
2024
Q1 		$543K Buy
+15,908
New +$543K 0.06% 326