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

Spire 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	$1.34M	Buy	31,165 +122	+0.4%	+$5.16K	0.04%	340
2026 Q1	$1.24M	Buy	31,043 +17,482	+129%	+$714K	0.04%	352
2025 Q4	$552K	Hold	13,561	–	–	0.02%	520
2025 Q3	$538K	Sell	13,561 -141	-1%	-$5.48K	0.02%	507
2025 Q2	$521K	Sell	13,702 -1,255	-8%	-$45.6K	0.02%	497
2025 Q1	$536K	Buy	14,957 +1,342	+10%	+$49.3K	0.02%	550
2024 Q4	$501K	Hold	13,615	–	–	0.02%	548
2024 Q3	$491K	Sell	13,615 -70	-0.5%	-$2.48K	0.02%	519
2024 Q2	$481K	Hold	13,685	–	–	0.02%	493
2024 Q1	$467K	Buy	13,685 +2	+0%	+$67	0.01%	535
2023 Q4	$450K	Hold	13,683	–	–	0.01%	535
2023 Q3	$417K	Sell	13,683 -2	-0%	-$62	0.02%	515
2023 Q2	$421K	Sell	13,685 -250	-2%	-$7.45K	0.02%	534
2023 Q1	$407K	Buy	+13,935	New	+$402K	0.02%	536
2022 Q3	–	Sell	-11,000	Closed	-$297K	–	2490
2022 Q2	$297K	Hold	11,000	–	–	0.01%	636
2022 Q1	$323K	Hold	11,000	–	–	0.01%	706
2021 Q4	$322K	Hold	11,000	–	–	0.01%	876
2021 Q3	$314K	Hold	11,000	–	–	0.01%	735
2021 Q2	$312K	Hold	11,000	–	–	0.01%	761
2021 Q1	$303K	Buy	+11,000	New	+$296K	0.01%	861

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

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

Spire Wealth Management increased its Innovator US Equity Power Buffer ETF February (PFEB) stake by 0.39% in Q2 2026, buying an estimated $5.16K and bringing the position to 31,165 shares worth $1.34M. The position accounts for 0.04% of the portfolio, ranked #340.

Spire Wealth Management first reported a position in PFEB in Q1 2021 and has held it in 20 quarters since. 226 funds tracked by Wall St. Rank hold PFEB as of Q2 2026.

Spire Wealth Management held 31,165 shares of Innovator US Equity Power Buffer ETF February worth $1.34M as of Q2 2026.
Spire Wealth Management bought 122 Innovator US Equity Power Buffer ETF February shares in Q2 2026, an estimated $5.16K.
Innovator US Equity Power Buffer ETF February made up 0.04% of Spire Wealth Management's portfolio in Q2 2026, its #340 holding.
Spire Wealth Management first reported a position in Innovator US Equity Power Buffer ETF February in Q1 2021 and has held it in 20 quarters since.
226 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF February as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.