Macroview Investment Management’s Innovator US Equity Power Buffer ETF February PFEB Stock Holding History

Macroview Investment 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
2024 Q4	–	Sell	-32,516	Closed	-$1.17M	–	405
2024 Q3	$1.17M	Buy	32,516 +413	+1%	+$14.6K	1.15%	26
2024 Q2	$1.13M	Buy	32,103 +315	+1%	+$10.8K	1.19%	24
2024 Q1	$1.09M	Buy	+31,788	New	+$1.06M	1.19%	26

Other funds holding PFEB

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

KAS

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

SEP

Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return

Macroview Investment Management's PFEB Position: Q4 2024 in Review

Macroview Investment Management sold out of Innovator US Equity Power Buffer ETF February (PFEB) in Q4 2024, closing a stake of 32,516 shares — an estimated $1.17M sold.

Macroview Investment Management first reported a position in PFEB in Q1 2024 and held it in 3 quarters. The position peaked at $1.17M in Q3 2024. 181 funds tracked by Wall St. Rank hold PFEB as of Q4 2024.

Macroview Investment Management reported no remaining Innovator US Equity Power Buffer ETF February position as of Q4 2024 after selling out during the quarter.
Macroview Investment Management sold 32,516 Innovator US Equity Power Buffer ETF February shares in Q4 2024, an estimated $1.17M.
Macroview Investment Management first reported a position in Innovator US Equity Power Buffer ETF February in Q1 2024 and held it in 3 quarters.
Macroview Investment Management's Innovator US Equity Power Buffer ETF February position peaked at $1.17M in Q3 2024.
181 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF February as of Q4 2024.

Based on Macroview Investment Management's 13F filing for Q4 2024, filed 31 Jan 2025.