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Sagespring Wealth Partners’s Innovator US Equity Power Buffer ETF February PFEB Stock Holding History

Sagespring Wealth Partners’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
2025
Q3 		– Sell
-8,535
Closed -$324K – 761
2025
Q2 		$324K Buy
8,535
+461
+6% +$16.7K 0.01% 552
2025
Q1 		$289K Buy
+8,074
New +$296K 0.01% 529

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PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return
RCMF
RK Capital Management (Florida) Weston, Florida $10.8B AUM 53.02% 1-Year Est. Return
CG
Caprock Group Boise, Idaho $5.22B AUM 42.47% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Sagespring Wealth Partners's PFEB Position: Q3 2025 in Review

Sagespring Wealth Partners sold out of Innovator US Equity Power Buffer ETF February (PFEB) in Q3 2025, closing a stake of 8,535 shares — an estimated $324K sold.

Sagespring Wealth Partners first reported a position in PFEB in Q1 2025 and held it in 2 quarters. The position peaked at $324K in Q2 2025. 199 funds tracked by Wall St. Rank hold PFEB as of Q3 2025.

  • Sagespring Wealth Partners reported no remaining Innovator US Equity Power Buffer ETF February position as of Q3 2025 after selling out during the quarter.
  • Sagespring Wealth Partners sold 8,535 Innovator US Equity Power Buffer ETF February shares in Q3 2025, an estimated $324K.
  • Sagespring Wealth Partners first reported a position in Innovator US Equity Power Buffer ETF February in Q1 2025 and held it in 2 quarters.
  • Sagespring Wealth Partners's Innovator US Equity Power Buffer ETF February position peaked at $324K in Q2 2025.
  • 199 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF February as of Q3 2025.

Based on Sagespring Wealth Partners's 13F filing for Q3 2025, filed 31 Oct 2025.