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

Lineweaver 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 Q2	$1.7M	Hold	39,497	–	–	0.2%	98
2026 Q1	$1.58M	Buy	39,497 +4,775	+14%	+$195K	0.21%	93
2025 Q4	$1.41M	Hold	34,722	–	–	0.19%	95
2025 Q3	$1.38M	Sell	34,722 -3,063	-8%	-$119K	0.2%	89
2025 Q2	$1.44M	Hold	37,785	–	–	0.23%	82
2025 Q1	$1.35M	Hold	37,785	–	–	0.23%	83
2024 Q4	$1.39M	Hold	37,785	–	–	0.26%	78
2024 Q3	$1.36M	Hold	37,785	–	–	0.26%	73
2024 Q2	$1.33M	Hold	37,785	–	–	0.28%	69
2024 Q1	$1.29M	Sell	37,785 -431	-1%	-$14.4K	0.31%	66
2023 Q4	$1.25M	Sell	38,216 -5,402	-12%	-$169K	0.32%	62
2023 Q3	$1.33M	Sell	43,618 -4,276	-9%	-$132K	0.39%	53
2023 Q2	$1.47M	Sell	47,894 -38,784	-45%	-$1.16M	0.42%	50
2023 Q1	$2.53M	Buy	86,678 +35,134	+68%	+$1.01M	0.78%	25
2022 Q4	$1.46M	Hold	51,544	–	–	0.44%	46
2022 Q3	$1.37M	Hold	51,544	–	–	0.44%	49
2022 Q2	$1.39M	Hold	51,544	–	–	0.46%	42
2022 Q1	$1.51M	Buy	+51,544	New	+$1.5M	0.43%	44
2021 Q2	–	Sell	-29,545	Closed	-$813K	–	131
2021 Q1	$813K	Buy	+29,545	New	+$794K	0.29%	49

Other funds holding PFEB

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

KAS

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

IAS

Integrity Advisory Solutions Dallas, Texas $972M AUM 20.13% 1-Year Est. Return

CWRP

Cassady Wealth & Retirement Planning Henderson, Nevada $215M AUM

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

Cornerstone Wealth Greeneville, Tennessee $198M AUM

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

BWM

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

Lineweaver Wealth Advisors's PFEB Position: Q2 2026 in Review

Lineweaver Wealth Advisors held its Innovator US Equity Power Buffer ETF February (PFEB) position steady in Q2 2026 at 39,497 shares worth $1.7M. The position accounts for 0.2% of the portfolio, ranked #98.

Lineweaver Wealth Advisors first reported a position in PFEB in Q1 2021 and has held it in 19 quarters since. The position peaked at $2.53M in Q1 2023. 98 funds tracked by Wall St. Rank hold PFEB as of Q2 2026.

Lineweaver Wealth Advisors held 39,497 shares of Innovator US Equity Power Buffer ETF February worth $1.7M as of Q2 2026.
Lineweaver Wealth Advisors left its Innovator US Equity Power Buffer ETF February share count unchanged in Q2 2026.
Innovator US Equity Power Buffer ETF February made up 0.2% of Lineweaver Wealth Advisors's portfolio in Q2 2026, its #98 holding.
Lineweaver Wealth Advisors first reported a position in Innovator US Equity Power Buffer ETF February in Q1 2021 and has held it in 19 quarters since.
Lineweaver Wealth Advisors's Innovator US Equity Power Buffer ETF February position peaked at $2.53M in Q1 2023.
98 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF February as of Q2 2026.

Based on Lineweaver Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.