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Stearns Financial Services Group’s Innovator US Equity Power Buffer ETF February PFEB Stock Holding History

Stearns Financial Services Group’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
2020
Q3 		$922K Buy
36,518
+35,519
+3,555% +$887K 0.14% 64
2020
Q2 		$24K Buy
999
+371
+59% +$8.66K ﹤0.01% 175
2020
Q1 		$14K Buy
+628
New +$14.6K ﹤0.01% 183

Other funds holding PFEB

SW
SlateStone Wealth Jupiter, Florida $1.31B AUM 26.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
VBFP
Valtinson Bruner Financial Planning New Brighton, Minnesota $399M AUM 12.95% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.04B AUM 22.7% 1-Year Est. Return
PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Stearns Financial Services Group's PFEB Position: Q3 2020 in Review

Stearns Financial Services Group increased its Innovator US Equity Power Buffer ETF February (PFEB) stake by 3,555% in Q3 2020, buying an estimated $887K and bringing the position to 36,518 shares worth $922K. The position accounts for 0.14% of the portfolio, ranked #64.

Stearns Financial Services Group first reported a position in PFEB in Q1 2020 and has held it in 3 quarters since. 39 funds tracked by Wall St. Rank hold PFEB as of Q3 2020.

  • Stearns Financial Services Group held 36,518 shares of Innovator US Equity Power Buffer ETF February worth $922K as of Q3 2020.
  • Stearns Financial Services Group bought 35,519 Innovator US Equity Power Buffer ETF February shares in Q3 2020, an estimated $887K.
  • Innovator US Equity Power Buffer ETF February made up 0.14% of Stearns Financial Services Group's portfolio in Q3 2020, its #64 holding.
  • Stearns Financial Services Group first reported a position in Innovator US Equity Power Buffer ETF February in Q1 2020 and has held it in 3 quarters since.
  • 39 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF February as of Q3 2020.

Based on Stearns Financial Services Group's 13F filing for Q3 2020, filed 30 Oct 2020.