PCS
KFEB

Personal CFO Solutions’s Innovator U.S. Small Cap Power Buffer ETF - February KFEB Stock Holding History

Personal CFO Solutions’s Portfolio KFEB Stock Details KFEB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$8.47M Buy
+301,625
New +$8.62M 1.19% 15

Other funds holding KFEB

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CW
Cornerstone Wealth Greeneville, Tennessee $178M AUM

Personal CFO Solutions's KFEB Position: Q1 2026 in Review

Personal CFO Solutions opened a new position in Innovator U.S. Small Cap Power Buffer ETF - February (KFEB) in Q1 2026: 301,625 shares worth $8.47M. The stake represents 1.19% of the portfolio and ranks #15 among its holdings.

52 funds tracked by Wall St. Rank hold KFEB as of Q1 2026.

  • Personal CFO Solutions held 301,625 shares of Innovator U.S. Small Cap Power Buffer ETF - February worth $8.47M as of Q1 2026.
  • Innovator U.S. Small Cap Power Buffer ETF - February was a new Personal CFO Solutions position in Q1 2026.
  • Innovator U.S. Small Cap Power Buffer ETF - February made up 1.19% of Personal CFO Solutions's portfolio in Q1 2026, its #15 holding.
  • 52 funds tracked by Wall St. Rank held Innovator U.S. Small Cap Power Buffer ETF - February as of Q1 2026.

Based on Personal CFO Solutions's 13F filing for Q1 2026, filed 30 Apr 2026.