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Professional Financial Advisors’s Innovator US Equity Power Buffer ETF February PFEB Stock Holding History

Professional Financial 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
2022
Q4 		– Sell
-141
Closed -$4K – 347
2022
Q3 		$4K Hold
141
– – ﹤0.01% 389
2022
Q2 		$4K Hold
141
– – ﹤0.01% 387
2022
Q1 		$4K Buy
+141
New +$4.09K ﹤0.01% 394

Other funds holding PFEB

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
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
SIA
Soltis Investment Advisors St. George, Utah $1.59B AUM 23.87% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Professional Financial Advisors's PFEB Position: Q4 2022 in Review

Professional Financial Advisors sold out of Innovator US Equity Power Buffer ETF February (PFEB) in Q4 2022, closing a stake of 141 shares — an estimated $4K sold.

Professional Financial Advisors first reported a position in PFEB in Q1 2022 and held it in 3 quarters. The position peaked at $4K in Q3 2022. 85 funds tracked by Wall St. Rank hold PFEB as of Q4 2022.

  • Professional Financial Advisors reported no remaining Innovator US Equity Power Buffer ETF February position as of Q4 2022 after selling out during the quarter.
  • Professional Financial Advisors sold 141 Innovator US Equity Power Buffer ETF February shares in Q4 2022, an estimated $4K.
  • Professional Financial Advisors first reported a position in Innovator US Equity Power Buffer ETF February in Q1 2022 and held it in 3 quarters.
  • Professional Financial Advisors's Innovator US Equity Power Buffer ETF February position peaked at $4K in Q3 2022.
  • 85 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF February as of Q4 2022.

Based on Professional Financial Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.