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Stone House Investment Management’s Innovator US Equity Power Buffer ETF February PFEB Stock Holding History

Stone House Investment 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
2021
Q4 		– Sell
-10,937
Closed -$310K – 45
2021
Q3 		$310K Hold
10,937
– – 0.12% 31
2021
Q2 		$310K Buy
+10,937
New +$307K 0.12% 31

Other funds holding PFEB

WP
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AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
BA
Bellwether Advisors Lincoln, Nebraska $590M AUM 35.66% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
MWM
Maltin Wealth Management Ridgewood, New Jersey $262M AUM 19.65% 1-Year Est. Return
SEP
Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return

Stone House Investment Management's PFEB Position: Q4 2021 in Review

Stone House Investment Management sold out of Innovator US Equity Power Buffer ETF February (PFEB) in Q4 2021, closing a stake of 10,937 shares — an estimated $310K sold.

Stone House Investment Management first reported a position in PFEB in Q2 2021 and held it in 2 quarters. The position peaked at $310K in Q3 2021. 73 funds tracked by Wall St. Rank hold PFEB as of Q4 2021.

  • Stone House Investment Management reported no remaining Innovator US Equity Power Buffer ETF February position as of Q4 2021 after selling out during the quarter.
  • Stone House Investment Management sold 10,937 Innovator US Equity Power Buffer ETF February shares in Q4 2021, an estimated $310K.
  • Stone House Investment Management first reported a position in Innovator US Equity Power Buffer ETF February in Q2 2021 and held it in 2 quarters.
  • Stone House Investment Management's Innovator US Equity Power Buffer ETF February position peaked at $310K in Q3 2021.
  • 73 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF February as of Q4 2021.

Based on Stone House Investment Management's 13F filing for Q4 2021, filed 14 Jan 2022.