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Stuart Chaussee & Associates’s Innovator US Equity Power Buffer ETF February PFEB Stock Holding History

Stuart Chaussee & Associates’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
2025
Q4 		– Sell
-7,980
Closed -$317K – 109
2025
Q3 		$317K Sell
7,980
-3,385
-30% -$132K 0.07% 39
2025
Q2 		$432K Buy
+11,365
New +$413K 0.1% 31

Other funds holding PFEB

AllianceBernstein
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
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BWM
BCS Wealth Management Johnson City, Tennessee $555M AUM 18.41% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return

Stuart Chaussee & Associates's PFEB Position: Q4 2025 in Review

Stuart Chaussee & Associates sold out of Innovator US Equity Power Buffer ETF February (PFEB) in Q4 2025, closing a stake of 7,980 shares — an estimated $317K sold.

Stuart Chaussee & Associates first reported a position in PFEB in Q2 2025 and held it in 2 quarters. The position peaked at $432K in Q2 2025. 209 funds tracked by Wall St. Rank hold PFEB as of Q4 2025.

  • Stuart Chaussee & Associates reported no remaining Innovator US Equity Power Buffer ETF February position as of Q4 2025 after selling out during the quarter.
  • Stuart Chaussee & Associates sold 7,980 Innovator US Equity Power Buffer ETF February shares in Q4 2025, an estimated $317K.
  • Stuart Chaussee & Associates first reported a position in Innovator US Equity Power Buffer ETF February in Q2 2025 and held it in 2 quarters.
  • Stuart Chaussee & Associates's Innovator US Equity Power Buffer ETF February position peaked at $432K in Q2 2025.
  • 209 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF February as of Q4 2025.

Based on Stuart Chaussee & Associates's 13F filing for Q4 2025.