PS
KFEB

Principal Securities’s Innovator U.S. Small Cap Power Buffer ETF - February KFEB Stock Holding History

Principal Securities’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
2025
Q4 		– Sell
-1,866
Closed -$50K – 3692
2025
Q3 		$50K Hold
1,866
– – ﹤0.01% 1947
2025
Q2 		$46.5K Buy
+1,866
New +$44.5K ﹤0.01% 1923

Other funds holding KFEB

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
FA
Faithward Advisors Lancaster, Pennsylvania $701M AUM 32.17% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

Principal Securities's KFEB Position: Q4 2025 in Review

Principal Securities sold out of Innovator U.S. Small Cap Power Buffer ETF - February (KFEB) in Q4 2025, closing a stake of 1,866 shares — an estimated $50K sold.

Principal Securities first reported a position in KFEB in Q2 2025 and held it in 2 quarters. The position peaked at $50K in Q3 2025. 31 funds tracked by Wall St. Rank hold KFEB as of Q4 2025.

  • Principal Securities reported no remaining Innovator U.S. Small Cap Power Buffer ETF - February position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 1,866 Innovator U.S. Small Cap Power Buffer ETF - February shares in Q4 2025, an estimated $50K.
  • Principal Securities first reported a position in Innovator U.S. Small Cap Power Buffer ETF - February in Q2 2025 and held it in 2 quarters.
  • Principal Securities's Innovator U.S. Small Cap Power Buffer ETF - February position peaked at $50K in Q3 2025.
  • 31 funds tracked by Wall St. Rank held Innovator U.S. Small Cap Power Buffer ETF - February as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.