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Lord & Richards Wealth Management’s Innovator US Equity Power Buffer ETF February PFEB Stock Holding History

Lord & Richards Wealth Management’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
2025
Q2 		– Sell
-2,265
Closed -$81.1K – 132
2025
Q1 		$81.1K Buy
+2,265
New +$83.2K 0.09% 79

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PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
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
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Lord & Richards Wealth Management's PFEB Position: Q2 2025 in Review

Lord & Richards Wealth Management sold out of Innovator US Equity Power Buffer ETF February (PFEB) in Q2 2025, closing a stake of 2,265 shares — an estimated $81.1K sold.

Lord & Richards Wealth Management first reported a position in PFEB in Q1 2025 and held it in 1 quarter. The position peaked at $81.1K in Q1 2025. 208 funds tracked by Wall St. Rank hold PFEB as of Q2 2025.

  • Lord & Richards Wealth Management reported no remaining Innovator US Equity Power Buffer ETF February position as of Q2 2025 after selling out during the quarter.
  • Lord & Richards Wealth Management sold 2,265 Innovator US Equity Power Buffer ETF February shares in Q2 2025, an estimated $81.1K.
  • Lord & Richards Wealth Management first reported a position in Innovator US Equity Power Buffer ETF February in Q1 2025 and held it in 1 quarter.
  • Lord & Richards Wealth Management's Innovator US Equity Power Buffer ETF February position peaked at $81.1K in Q1 2025.
  • 208 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF February as of Q2 2025.

Based on Lord & Richards Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.