LPL Financial
KFEB

LPL Financial’s Innovator U.S. Small Cap Power Buffer ETF - February KFEB Stock Holding History

LPL Financial’s Portfolio KFEB Stock Details KFEB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$960K Buy
34,196
+16,865
+97% +$482K ﹤0.01% 4220
2025
Q4 		$472K Sell
17,331
-674
-4% -$18.3K ﹤0.01% 4765
2025
Q3 		$482K Buy
+18,005
New +$465K ﹤0.01% 4660

Other funds holding KFEB

PCS
Personal CFO Solutions Chester, New Jersey $712M AUM 25.3% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CW
Cornerstone Wealth Greeneville, Tennessee $178M AUM

LPL Financial's KFEB Position: Q1 2026 in Review

LPL Financial increased its Innovator U.S. Small Cap Power Buffer ETF - February (KFEB) stake by 97% in Q1 2026, buying an estimated $482K and bringing the position to 34,196 shares worth $960K. The position accounts for ﹤0.01% of the portfolio, ranked #4220.

LPL Financial first reported a position in KFEB in Q3 2025 and has held it in 3 quarters since. 52 funds tracked by Wall St. Rank hold KFEB as of Q1 2026.

  • LPL Financial held 34,196 shares of Innovator U.S. Small Cap Power Buffer ETF - February worth $960K as of Q1 2026.
  • LPL Financial bought 16,865 Innovator U.S. Small Cap Power Buffer ETF - February shares in Q1 2026, an estimated $482K.
  • Innovator U.S. Small Cap Power Buffer ETF - February made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #4220 holding.
  • LPL Financial first reported a position in Innovator U.S. Small Cap Power Buffer ETF - February in Q3 2025 and has held it in 3 quarters since.
  • 52 funds tracked by Wall St. Rank held Innovator U.S. Small Cap Power Buffer ETF - February as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.