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 Q3	$1.59M	Sell	36,183 -700	-2%	-$30.6K	0.73%	33
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

Americana Partners Houston, Texas $4.67B AUM 26.97% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

SEP

Southland Equity Partners Wildwood, Missouri $583M AUM 16.78% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Cornerstone Wealth Greeneville, Tennessee $209M AUM

Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return

Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return

Diligent Investors Redlands, California $455M AUM 20.89% 1-Year Est. Return

Ascent Wealth Partners New Hartford, New York $1.01B AUM 24.36% 1-Year Est. Return

Gill Capital Partners Denver, Colorado $366M AUM 12.21% 1-Year Est. Return

Pinnacle Wealth Management Group's PFEB Position: Q3 2026 in Review

Pinnacle Wealth Management Group reduced its Innovator US Equity Power Buffer ETF February (PFEB) stake by 1.9% in Q3 2026, selling an estimated $30.6K and leaving 36,183 shares worth $1.59M. The position accounts for 0.73% of the portfolio, ranked #33.

Pinnacle Wealth Management Group first reported a position in PFEB in Q1 2023 and has held it in 12 quarters since. 87 funds tracked by Wall St. Rank hold PFEB as of Q3 2026.

Pinnacle Wealth Management Group held 36,183 shares of Innovator US Equity Power Buffer ETF February worth $1.59M as of Q3 2026.
Pinnacle Wealth Management Group sold 700 Innovator US Equity Power Buffer ETF February shares in Q3 2026, an estimated $30.6K.
Innovator US Equity Power Buffer ETF February made up 0.73% of Pinnacle Wealth Management Group's portfolio in Q3 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 12 quarters since.
87 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF February as of Q3 2026.

Based on Pinnacle Wealth Management Group's 13F filing for Q3 2026, filed 15 Oct 2026.