McAdam LLC
PFEB icon

McAdam LLC’s Innovator US Equity Power Buffer ETF February PFEB Stock Holding History

McAdam LLC’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
Q2 		$958K Sell
22,251
-2
-0% -$85 0.04% 176
2026
Q1 		$892K Buy
+22,253
New +$908K 0.04% 172

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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10B AUM 23.61% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Americana Partners
Americana Partners Houston, Texas $4.44B AUM 29.45% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

McAdam LLC's PFEB Position: Q2 2026 in Review

McAdam LLC reduced its Innovator US Equity Power Buffer ETF February (PFEB) stake by 0.01% in Q2 2026, selling an estimated $85 and leaving 22,251 shares worth $958K. The position accounts for 0.04% of the portfolio, ranked #176.

McAdam LLC first reported a position in PFEB in Q1 2026 and has held it in 2 quarters since. 229 funds tracked by Wall St. Rank hold PFEB as of Q2 2026.

  • McAdam LLC held 22,251 shares of Innovator US Equity Power Buffer ETF February worth $958K as of Q2 2026.
  • McAdam LLC sold 2 Innovator US Equity Power Buffer ETF February shares in Q2 2026, an estimated $85.
  • Innovator US Equity Power Buffer ETF February made up 0.04% of McAdam LLC's portfolio in Q2 2026, its #176 holding.
  • McAdam LLC first reported a position in Innovator US Equity Power Buffer ETF February in Q1 2026 and has held it in 2 quarters since.
  • 229 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF February as of Q2 2026.

Based on McAdam LLC's 13F filing for Q2 2026, filed 4 Aug 2026.