Pinnacle Wealth Management Group’s Innovator US Equity Power Buffer ETF February PFEB Stock Holding History

Pinnacle Wealth Management 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	$1.59M	Sell	36,883 -845	-2%	-$35.8K	0.74%	33
2026 Q1	$1.51M	Buy	37,728 +3,457	+10%	+$141K	0.74%	33
2025 Q4	$1.4M	Sell	34,271 -3,000	-8%	-$120K	0.7%	34
2025 Q3	$1.48M	Hold	37,271	–	–	0.76%	34
2025 Q2	$1.42M	Sell	37,271 -500	-1%	-$18.2K	0.81%	35
2025 Q1	$1.35M	Buy	37,771 +18,740	+98%	+$688K	0.94%	32
2024 Q4	$700K	Hold	19,031	–	–	0.44%	44
2024 Q3	$686K	Hold	19,031	–	–	0.43%	46
2024 Q2	$669K	Hold	19,031	–	–	0.45%	43
2024 Q1	$650K	Buy	+19,031	New	+$636K	0.48%	44
2023 Q2	–	Sell	-7,530	Closed	-$220K	–	99
2023 Q1	$220K	Buy	+7,530	New	+$217K	0.19%	95

Other funds holding PFEB

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

SEP

Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

BWM

BCS Wealth Management Johnson City, Tennessee $555M AUM 18.41% 1-Year Est. Return

CRWM

Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

YWS

Yarger Wealth Strategies Westerville, Ohio $278M AUM 22.01% 1-Year Est. Return

RWM

Riverchase Wealth Management Flower Mound, Texas $215M AUM 14.84% 1-Year Est. Return

LWA

Lineweaver Wealth Advisors Valley View, Ohio $845M AUM 20.71% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Pinnacle Wealth Management Group's PFEB Position: Q2 2026 in Review

Pinnacle Wealth Management Group reduced its Innovator US Equity Power Buffer ETF February (PFEB) stake by 2.2% in Q2 2026, selling an estimated $35.8K and leaving 36,883 shares worth $1.59M. The position accounts for 0.74% of the portfolio, ranked #33.

Pinnacle Wealth Management Group first reported a position in PFEB in Q1 2023 and has held it in 11 quarters since. 33 funds tracked by Wall St. Rank hold PFEB as of Q2 2026.

Pinnacle Wealth Management Group held 36,883 shares of Innovator US Equity Power Buffer ETF February worth $1.59M as of Q2 2026.
Pinnacle Wealth Management Group sold 845 Innovator US Equity Power Buffer ETF February shares in Q2 2026, an estimated $35.8K.
Innovator US Equity Power Buffer ETF February made up 0.74% of Pinnacle Wealth Management Group's portfolio in Q2 2026, its #33 holding.
Pinnacle Wealth Management Group first reported a position in Innovator US Equity Power Buffer ETF February in Q1 2023 and has held it in 11 quarters since.
33 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF February as of Q2 2026.

Based on Pinnacle Wealth Management Group's 13F filing for Q2 2026, filed 15 Jul 2026.