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Mariner Independent Advisor Network’s Innovator US Equity Power Buffer ETF February PFEB Stock Holding History

Mariner Independent Advisor Network’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
2022
Q3 		$407K Hold
15,302
– – 0.02% 495
2022
Q2 		$413K Hold
15,302
– – 0.02% 495
2022
Q1 		$449K Buy
+15,302
New +$444K 0.02% 453

Other funds holding PFEB

AllianceBernstein
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
GSIS
Global Strategic Investment Solutions Scottsdale, Arizona $1.03B AUM 16.75% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Mariner Independent Advisor Network's PFEB Position: Q3 2022 in Review

Mariner Independent Advisor Network held its Innovator US Equity Power Buffer ETF February (PFEB) position steady in Q3 2022 at 15,302 shares worth $407K. The position accounts for 0.02% of the portfolio, ranked #495.

Mariner Independent Advisor Network first reported a position in PFEB in Q1 2022 and has held it in 3 quarters since. The position peaked at $449K in Q1 2022. 85 funds tracked by Wall St. Rank hold PFEB as of Q3 2022.

  • Mariner Independent Advisor Network held 15,302 shares of Innovator US Equity Power Buffer ETF February worth $407K as of Q3 2022.
  • Mariner Independent Advisor Network left its Innovator US Equity Power Buffer ETF February share count unchanged in Q3 2022.
  • Innovator US Equity Power Buffer ETF February made up 0.02% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #495 holding.
  • Mariner Independent Advisor Network first reported a position in Innovator US Equity Power Buffer ETF February in Q1 2022 and has held it in 3 quarters since.
  • Mariner Independent Advisor Network's Innovator US Equity Power Buffer ETF February position peaked at $449K in Q1 2022.
  • 85 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF February as of Q3 2022.

Based on Mariner Independent Advisor Network's 13F filing for Q3 2022, filed 10 Nov 2022.