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

Nations 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	$2.51M	Sell	58,364 -608	-1%	-$25.7K	0.12%	184
2026 Q1	$2.36M	Buy	58,972 +26,155	+80%	+$1.07M	0.12%	196
2025 Q4	$1.34M	Sell	32,817 -864	-3%	-$34.6K	0.07%	274
2025 Q3	$1.34M	Sell	33,681 -850	-2%	-$33K	0.08%	256
2025 Q2	$1.31M	Buy	34,531 +184	+0.5%	+$6.68K	0.09%	240
2025 Q1	$1.23M	Buy	+34,347	New	+$1.26M	0.09%	240
2024 Q2	–	Sell	-6,960	Closed	-$238K	–	651
2024 Q1	$238K	Sell	6,960 -2,670	-28%	-$89.2K	0.02%	569
2023 Q4	$314K	Sell	9,630 -2,915	-23%	-$91.3K	0.03%	506
2023 Q3	$382K	Hold	12,545	–	–	0.04%	430
2023 Q2	$386K	Sell	12,545 -30	-0.2%	-$894	0.04%	437
2023 Q1	$368K	Buy	+12,575	New	+$362K	0.04%	438

Other funds holding PFEB

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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 $97.6B AUM 29.43% 1-Year Est. Return

Americana Partners Houston, Texas $4.44B AUM 29.45% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

KAS

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

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

Nations Financial Group reduced its Innovator US Equity Power Buffer ETF February (PFEB) stake by 1% in Q2 2026, selling an estimated $25.7K and leaving 58,364 shares worth $2.51M. The position accounts for 0.12% of the portfolio, ranked #184.

Nations Financial Group first reported a position in PFEB in Q1 2023 and has held it in 11 quarters since. 226 funds tracked by Wall St. Rank hold PFEB as of Q2 2026.

Nations Financial Group held 58,364 shares of Innovator US Equity Power Buffer ETF February worth $2.51M as of Q2 2026.
Nations Financial Group sold 608 Innovator US Equity Power Buffer ETF February shares in Q2 2026, an estimated $25.7K.
Innovator US Equity Power Buffer ETF February made up 0.12% of Nations Financial Group's portfolio in Q2 2026, its #184 holding.
Nations Financial Group first reported a position in Innovator US Equity Power Buffer ETF February in Q1 2023 and has held it in 11 quarters since.
226 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF February as of Q2 2026.

Based on Nations Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.