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

Riverchase Wealth Management’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	$2.4M	Hold	55,663	–	–	1.12%	17
2026 Q1	$2.23M	Hold	55,663	–	–	1.16%	16
2025 Q4	$2.27M	Hold	55,663	–	–	1.23%	17
2025 Q3	$2.21M	Hold	55,663	–	–	1.25%	16
2025 Q2	$2.12M	Hold	55,663	–	–	1.34%	14
2025 Q1	$1.99M	Buy	55,663 +47,385	+572%	+$1.74M	1.4%	16
2024 Q4	$305K	Buy	+8,278	New	+$302K	0.23%	53

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

Diligent Investors Redlands, California $449M AUM 26.15% 1-Year Est. Return

YWS

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

Chris Bulman Roseville, California $274M AUM 22.07% 1-Year Est. Return

KWM

KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return

Riverchase Wealth Management's PFEB Position: Q2 2026 in Review

Riverchase Wealth Management held its Innovator US Equity Power Buffer ETF February (PFEB) position steady in Q2 2026 at 55,663 shares worth $2.4M. The position accounts for 1.12% of the portfolio, ranked #17.

Riverchase Wealth Management first reported a position in PFEB in Q4 2024 and has held it in 7 quarters since. 58 funds tracked by Wall St. Rank hold PFEB as of Q2 2026.

Riverchase Wealth Management held 55,663 shares of Innovator US Equity Power Buffer ETF February worth $2.4M as of Q2 2026.
Riverchase Wealth Management left its Innovator US Equity Power Buffer ETF February share count unchanged in Q2 2026.
Innovator US Equity Power Buffer ETF February made up 1.12% of Riverchase Wealth Management's portfolio in Q2 2026, its #17 holding.
Riverchase Wealth Management first reported a position in Innovator US Equity Power Buffer ETF February in Q4 2024 and has held it in 7 quarters since.
58 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF February as of Q2 2026.

Based on Riverchase Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.