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

Pillar 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
2024 Q2	–	Sell	-12,529	Closed	-$428K	–	66
2024 Q1	$428K	Buy	12,529 +2,242	+22%	+$74.9K	0.32%	50
2023 Q4	$336K	Hold	10,287	–	–	0.26%	61
2023 Q3	$313K	Hold	10,287	–	–	0.27%	55
2023 Q2	$317K	Hold	10,287	–	–	0.26%	57
2023 Q1	$301K	Buy	10,287 +2,443	+31%	+$70.4K	0.3%	52
2022 Q4	$223K	Hold	7,844	–	–	0.21%	60
2022 Q3	$209K	Hold	7,844	–	–	0.21%	54
2022 Q2	$212K	Hold	7,844	–	–	0.22%	54
2022 Q1	$230K	Hold	7,844	–	–	0.22%	49
2021 Q4	$229K	Buy	+7,844	New	+$227K	0.22%	52

Other funds holding PFEB

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

KAS

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Pillar Wealth Advisors's PFEB Position: Q2 2024 in Review

Pillar Wealth Advisors sold out of Innovator US Equity Power Buffer ETF February (PFEB) in Q2 2024, closing a stake of 12,529 shares — an estimated $428K sold.

Pillar Wealth Advisors first reported a position in PFEB in Q4 2021 and held it in 10 quarters. The position peaked at $428K in Q1 2024. 182 funds tracked by Wall St. Rank hold PFEB as of Q2 2024.

Pillar Wealth Advisors reported no remaining Innovator US Equity Power Buffer ETF February position as of Q2 2024 after selling out during the quarter.
Pillar Wealth Advisors sold 12,529 Innovator US Equity Power Buffer ETF February shares in Q2 2024, an estimated $428K.
Pillar Wealth Advisors first reported a position in Innovator US Equity Power Buffer ETF February in Q4 2021 and held it in 10 quarters.
Pillar Wealth Advisors's Innovator US Equity Power Buffer ETF February position peaked at $428K in Q1 2024.
182 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF February as of Q2 2024.

Based on Pillar Wealth Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.