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Parkside Investments’s Innovator US Equity Power Buffer ETF February PFEB Stock Holding History

Parkside Investments’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
2020
Q4 		– Sell
-74,225
Closed -$1.87M – 98
2020
Q3 		$1.87M Sell
74,225
-475
-0.6% -$11.9K 0.49% 63
2020
Q2 		$1.81M Buy
74,700
+1,500
+2% +$35K 0.48% 65
2020
Q1 		$1.59M Buy
+73,200
New +$1.7M 0.52% 64

Other funds holding PFEB

WP
WealthPLAN Partners Omaha, Nebraska $518M AUM 17.96% 1-Year Est. Return
SIA
Soltis Investment Advisors St. George, Utah $1.59B AUM 23.87% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return
SW
SlateStone Wealth Jupiter, Florida $1.21B AUM 21.86% 1-Year Est. Return
DI
DFPG Investments Sandy, Utah $1.28B AUM 27.55% 1-Year Est. Return

Parkside Investments's PFEB Position: Q4 2020 in Review

Parkside Investments sold out of Innovator US Equity Power Buffer ETF February (PFEB) in Q4 2020, closing a stake of 74,225 shares — an estimated $1.87M sold.

Parkside Investments first reported a position in PFEB in Q1 2020 and held it in 3 quarters. The position peaked at $1.87M in Q3 2020. 43 funds tracked by Wall St. Rank hold PFEB as of Q4 2020.

  • Parkside Investments reported no remaining Innovator US Equity Power Buffer ETF February position as of Q4 2020 after selling out during the quarter.
  • Parkside Investments sold 74,225 Innovator US Equity Power Buffer ETF February shares in Q4 2020, an estimated $1.87M.
  • Parkside Investments first reported a position in Innovator US Equity Power Buffer ETF February in Q1 2020 and held it in 3 quarters.
  • Parkside Investments's Innovator US Equity Power Buffer ETF February position peaked at $1.87M in Q3 2020.
  • 43 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF February as of Q4 2020.

Based on Parkside Investments's 13F filing for Q4 2020, filed 13 Jan 2021.