SAF
PFEB icon

Smith Anglin Financial’s Innovator US Equity Power Buffer ETF February PFEB Stock Holding History

Smith Anglin Financial’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
Q2 		– Sell
-6,992
Closed -$205K – 144
2022
Q1 		$205K Buy
+6,992
New +$203K 0.05% 131

Other funds holding PFEB

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
XF
XML Financial Bethesda, Maryland $1.24B AUM 20.4% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
GSIS
Global Strategic Investment Solutions Scottsdale, Arizona $1.03B AUM 16.75% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Smith Anglin Financial's PFEB Position: Q2 2022 in Review

Smith Anglin Financial sold out of Innovator US Equity Power Buffer ETF February (PFEB) in Q2 2022, closing a stake of 6,992 shares — an estimated $205K sold.

Smith Anglin Financial first reported a position in PFEB in Q1 2022 and held it in 1 quarter. The position peaked at $205K in Q1 2022. 87 funds tracked by Wall St. Rank hold PFEB as of Q2 2022.

  • Smith Anglin Financial reported no remaining Innovator US Equity Power Buffer ETF February position as of Q2 2022 after selling out during the quarter.
  • Smith Anglin Financial sold 6,992 Innovator US Equity Power Buffer ETF February shares in Q2 2022, an estimated $205K.
  • Smith Anglin Financial first reported a position in Innovator US Equity Power Buffer ETF February in Q1 2022 and held it in 1 quarter.
  • Smith Anglin Financial's Innovator US Equity Power Buffer ETF February position peaked at $205K in Q1 2022.
  • 87 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF February as of Q2 2022.

Based on Smith Anglin Financial's 13F filing for Q2 2022, filed 25 Jul 2022.