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

Sequoia 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
2026 Q2	$1.61M	Hold	37,428	–	–	0.01%	725
2026 Q1	$1.5M	Hold	37,428	–	–	0.01%	717
2025 Q4	$1.52M	Hold	37,428	–	–	0.01%	691
2025 Q3	$1.49M	Sell	37,428 -1,545	-4%	-$60K	0.01%	620
2025 Q2	$1.48M	Sell	38,973 -16,239	-29%	-$590K	0.01%	556
2025 Q1	$1.98M	Buy	55,212 +3,596	+7%	+$132K	0.02%	441
2024 Q4	$1.9M	Hold	51,616	–	–	0.02%	416
2024 Q3	$1.86M	Hold	51,616	–	–	0.02%	393
2024 Q2	$1.81M	Hold	51,616	–	–	0.02%	350
2024 Q1	$1.76M	Hold	51,616	–	–	0.02%	353
2023 Q4	$1.69M	Hold	51,616	–	–	0.02%	395
2023 Q3	$1.57M	Hold	51,616	–	–	0.03%	263
2023 Q2	$1.59M	Hold	51,616	–	–	0.03%	270
2023 Q1	$1.51M	Buy	+51,616	New	+$1.49M	0.03%	250

Other funds holding PFEB

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Americana Partners Houston, Texas $4.44B AUM 29.45% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Sequoia Financial Advisors's PFEB Position: Q2 2026 in Review

Sequoia Financial Advisors held its Innovator US Equity Power Buffer ETF February (PFEB) position steady in Q2 2026 at 37,428 shares worth $1.61M. The position accounts for 0.01% of the portfolio, ranked #725.

Sequoia Financial Advisors first reported a position in PFEB in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.98M in Q1 2025. 226 funds tracked by Wall St. Rank hold PFEB as of Q2 2026.

Sequoia Financial Advisors held 37,428 shares of Innovator US Equity Power Buffer ETF February worth $1.61M as of Q2 2026.
Sequoia Financial Advisors left its Innovator US Equity Power Buffer ETF February share count unchanged in Q2 2026.
Innovator US Equity Power Buffer ETF February made up 0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #725 holding.
Sequoia Financial Advisors first reported a position in Innovator US Equity Power Buffer ETF February in Q1 2023 and has held it in 14 quarters since.
Sequoia Financial Advisors's Innovator US Equity Power Buffer ETF February position peaked at $1.98M in Q1 2025.
226 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF February as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.