Lido Advisors
PFEB icon

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

Lido 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 		$320K Hold
7,980
– – ﹤0.01% 1531
2025
Q4 		$325K Buy
+7,980
New +$320K ﹤0.01% 1521

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PCM
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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Lido Advisors's PFEB Position: Q1 2026 in Review

Lido Advisors held its Innovator US Equity Power Buffer ETF February (PFEB) position steady in Q1 2026 at 7,980 shares worth $320K. The position accounts for ﹤0.01% of the portfolio, ranked #1531.

Lido Advisors first reported a position in PFEB in Q4 2025 and has held it in 2 quarters since. The position peaked at $325K in Q4 2025. 234 funds tracked by Wall St. Rank hold PFEB as of Q1 2026.

  • Lido Advisors held 7,980 shares of Innovator US Equity Power Buffer ETF February worth $320K as of Q1 2026.
  • Lido Advisors left its Innovator US Equity Power Buffer ETF February share count unchanged in Q1 2026.
  • Innovator US Equity Power Buffer ETF February made up ﹤0.01% of Lido Advisors's portfolio in Q1 2026, its #1531 holding.
  • Lido Advisors first reported a position in Innovator US Equity Power Buffer ETF February in Q4 2025 and has held it in 2 quarters since.
  • Lido Advisors's Innovator US Equity Power Buffer ETF February position peaked at $325K in Q4 2025.
  • 234 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF February as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.