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
Q2 		$1.19M Buy
38,330
+4,134
+12% +$124K ﹤0.01% 4279
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

Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Commonwealth Equity Services
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
CAM
Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
CW
Cornerstone Wealth Greeneville, Tennessee $198M AUM
DI
Diligent Investors Redlands, California $449M AUM 26.15% 1-Year Est. Return

LPL Financial's KFEB Position: Q2 2026 in Review

LPL Financial increased its Innovator U.S. Small Cap Power Buffer ETF - February (KFEB) stake by 12% in Q2 2026, buying an estimated $124K and bringing the position to 38,330 shares worth $1.19M. The position accounts for ﹤0.01% of the portfolio, ranked #4279.

LPL Financial first reported a position in KFEB in Q3 2025 and has held it in 4 quarters since. 44 funds tracked by Wall St. Rank hold KFEB as of Q2 2026.

  • LPL Financial held 38,330 shares of Innovator U.S. Small Cap Power Buffer ETF - February worth $1.19M as of Q2 2026.
  • LPL Financial bought 4,134 Innovator U.S. Small Cap Power Buffer ETF - February shares in Q2 2026, an estimated $124K.
  • Innovator U.S. Small Cap Power Buffer ETF - February made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #4279 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 4 quarters since.
  • 44 funds tracked by Wall St. Rank held Innovator U.S. Small Cap Power Buffer ETF - February as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.