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	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-6,810	Closed	-$277K	–	959
2025 Q4	$277K	Hold	6,810	–	–	0.01%	707
2025 Q3	$270K	Sell	6,810 -1,501	-18%	-$58.3K	0.02%	663
2025 Q2	$316K	Hold	8,311	–	–	0.02%	551
2025 Q1	$298K	Sell	8,311 -7,597	-48%	-$279K	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	+$531K	0.06%	326

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Kingswood Wealth Advisors's PFEB Position: Q1 2026 in Review

Kingswood Wealth Advisors sold out of Innovator US Equity Power Buffer ETF February (PFEB) in Q1 2026, closing a stake of 6,810 shares — an estimated $277K sold.

Kingswood Wealth Advisors first reported a position in PFEB in Q1 2024 and held it in 8 quarters. The position peaked at $585K in Q4 2024. 234 funds tracked by Wall St. Rank hold PFEB as of Q1 2026.

Kingswood Wealth Advisors reported no remaining Innovator US Equity Power Buffer ETF February position as of Q1 2026 after selling out during the quarter.
Kingswood Wealth Advisors sold 6,810 Innovator US Equity Power Buffer ETF February shares in Q1 2026, an estimated $277K.
Kingswood Wealth Advisors first reported a position in Innovator US Equity Power Buffer ETF February in Q1 2024 and held it in 8 quarters.
Kingswood Wealth Advisors's Innovator US Equity Power Buffer ETF February position peaked at $585K in Q4 2024.
234 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF February as of Q1 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.