Merit Financial Group’s Innovator US Equity Power Buffer ETF February PFEB Stock Holding History

Merit Financial Group’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	$356K	Buy	8,260 +1,689	+26%	+$71.5K	﹤0.01%	1714
2026 Q1	$263K	Sell	6,571 -137	-2%	-$5.59K	﹤0.01%	1738
2025 Q4	$273K	Buy	6,708 +179	+3%	+$7.17K	﹤0.01%	1610
2025 Q3	$259K	Hold	6,529	–	–	﹤0.01%	1532
2025 Q2	$248K	Buy	+6,529	New	+$237K	﹤0.01%	1439

Other funds holding PFEB

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

SEP

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

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

BWM

BCS Wealth Management Johnson City, Tennessee $555M AUM 18.41% 1-Year Est. Return

CRWM

Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

YWS

Yarger Wealth Strategies Westerville, Ohio $278M AUM 22.01% 1-Year Est. Return

RWM

Riverchase Wealth Management Flower Mound, Texas $215M AUM 14.84% 1-Year Est. Return

LWA

Lineweaver Wealth Advisors Valley View, Ohio $845M AUM 20.71% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Merit Financial Group's PFEB Position: Q2 2026 in Review

Merit Financial Group increased its Innovator US Equity Power Buffer ETF February (PFEB) stake by 26% in Q2 2026, buying an estimated $71.5K and bringing the position to 8,260 shares worth $356K. The position accounts for ﹤0.01% of the portfolio, ranked #1714.

Merit Financial Group first reported a position in PFEB in Q2 2025 and has held it in 5 quarters since. 35 funds tracked by Wall St. Rank hold PFEB as of Q2 2026.

Merit Financial Group held 8,260 shares of Innovator US Equity Power Buffer ETF February worth $356K as of Q2 2026.
Merit Financial Group bought 1,689 Innovator US Equity Power Buffer ETF February shares in Q2 2026, an estimated $71.5K.
Innovator US Equity Power Buffer ETF February made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1714 holding.
Merit Financial Group first reported a position in Innovator US Equity Power Buffer ETF February in Q2 2025 and has held it in 5 quarters since.
35 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF February as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.