Outlook Wealth Advisors’s Innovator US Equity Power Buffer ETF February PFEB Stock Holding History

Outlook Wealth Advisors’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	–	Sell	-7,383	Closed	-$301K	–	325
2025 Q4	$301K	Hold	7,383	–	–	0.07%	241
2025 Q3	$293K	Hold	7,383	–	–	0.07%	235
2025 Q2	$281K	Sell	7,383 -45,349	-86%	-$1.65M	0.07%	230
2025 Q1	$1.89M	Buy	52,732 +45,349	+614%	+$1.67M	0.53%	37
2024 Q4	$272K	Hold	7,383	–	–	0.08%	221
2024 Q3	$266K	Hold	7,383	–	–	0.08%	229
2024 Q2	$413K	Sell	7,383 -2,957	-29%	-$102K	0.13%	158
2024 Q1	$353K	Buy	10,340 +4,042	+64%	+$135K	0.11%	182
2023 Q4	$206K	Sell	6,298 -2,569	-29%	-$80.5K	0.07%	232
2023 Q3	$270K	Hold	8,867	–	–	0.1%	169
2023 Q2	$273K	Hold	8,867	–	–	0.1%	170
2023 Q1	$259K	Buy	+8,867	New	+$256K	0.12%	163

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

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

KAS

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

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Outlook Wealth Advisors's PFEB Position: Q1 2026 in Review

Outlook Wealth Advisors sold out of Innovator US Equity Power Buffer ETF February (PFEB) in Q1 2026, closing a stake of 7,383 shares — an estimated $301K sold.

Outlook Wealth Advisors first reported a position in PFEB in Q1 2023 and held it in 12 quarters. The position peaked at $1.89M in Q1 2025. 234 funds tracked by Wall St. Rank hold PFEB as of Q1 2026.

Outlook Wealth Advisors reported no remaining Innovator US Equity Power Buffer ETF February position as of Q1 2026 after selling out during the quarter.
Outlook Wealth Advisors sold 7,383 Innovator US Equity Power Buffer ETF February shares in Q1 2026, an estimated $301K.
Outlook Wealth Advisors first reported a position in Innovator US Equity Power Buffer ETF February in Q1 2023 and held it in 12 quarters.
Outlook Wealth Advisors's Innovator US Equity Power Buffer ETF February position peaked at $1.89M in Q1 2025.
234 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF February as of Q1 2026.

Based on Outlook Wealth Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.