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

Lifeworks 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 Q2	$818K	Buy	+18,986	New	+$803K	0.09%	152

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

Americana Partners Houston, Texas $4.44B AUM 29.45% 1-Year Est. Return

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

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

KAS

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

Lifeworks Advisors's PFEB Position: Q2 2026 in Review

Lifeworks Advisors opened a new position in Innovator US Equity Power Buffer ETF February (PFEB) in Q2 2026: 18,986 shares worth $818K. The stake represents 0.09% of the portfolio and ranks #152 among its holdings.

226 funds tracked by Wall St. Rank hold PFEB as of Q2 2026.

Lifeworks Advisors held 18,986 shares of Innovator US Equity Power Buffer ETF February worth $818K as of Q2 2026.
Innovator US Equity Power Buffer ETF February was a new Lifeworks Advisors position in Q2 2026.
Innovator US Equity Power Buffer ETF February made up 0.09% of Lifeworks Advisors's portfolio in Q2 2026, its #152 holding.
226 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF February as of Q2 2026.

Based on Lifeworks Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.