Madison Wealth Partners’s Innovator US Equity Power Buffer ETF February PFEB Stock Holding History

Madison Wealth Partners’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 Q1	$253K	Hold	6,319	–	–	0.04%	179
2025 Q4	$257K	Hold	6,319	–	–	0.05%	164
2025 Q3	$251K	Hold	6,319	–	–	0.05%	147
2025 Q2	$240K	Hold	6,319	–	–	0.05%	146
2025 Q1	$226K	Buy	6,319 +134	+2%	+$4.92K	0.06%	140
2024 Q4	$228K	Hold	6,185	–	–	0.06%	141
2024 Q3	$223K	Hold	6,185	–	–	0.07%	140
2024 Q2	$217K	Hold	6,185	–	–	0.07%	123
2024 Q1	$211K	Buy	+6,185	New	+$207K	0.08%	120

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

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

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

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

KAS

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Madison Wealth Partners's PFEB Position: Q1 2026 in Review

Madison Wealth Partners held its Innovator US Equity Power Buffer ETF February (PFEB) position steady in Q1 2026 at 6,319 shares worth $253K. The position accounts for 0.04% of the portfolio, ranked #179.

Madison Wealth Partners first reported a position in PFEB in Q1 2024 and has held it in 9 quarters since. The position peaked at $257K in Q4 2025. 234 funds tracked by Wall St. Rank hold PFEB as of Q1 2026.

Madison Wealth Partners held 6,319 shares of Innovator US Equity Power Buffer ETF February worth $253K as of Q1 2026.
Madison Wealth Partners left its Innovator US Equity Power Buffer ETF February share count unchanged in Q1 2026.
Innovator US Equity Power Buffer ETF February made up 0.04% of Madison Wealth Partners's portfolio in Q1 2026, its #179 holding.
Madison Wealth Partners first reported a position in Innovator US Equity Power Buffer ETF February in Q1 2024 and has held it in 9 quarters since.
Madison Wealth Partners's Innovator US Equity Power Buffer ETF February position peaked at $257K in Q4 2025.
234 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF February as of Q1 2026.

Based on Madison Wealth Partners's 13F filing for Q1 2026, filed 30 Apr 2026.