Summit Wealth Partners’s Innovator US Equity Power Buffer ETF February PFEB Stock Holding History

Summit Wealth Partners’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	$304K	Sell	7,054 -678	-9%	-$28.7K	0.04%	229
2026 Q1	$310K	Sell	7,732 -205	-3%	-$8.37K	0.05%	215
2025 Q4	$323K	Sell	7,937 -1,559	-16%	-$62.5K	0.06%	160
2025 Q3	$377K	Hold	9,496	–	–	0.07%	157
2025 Q2	$361K	Sell	9,496 -485	-5%	-$17.6K	0.07%	160
2025 Q1	$358K	Buy	9,981 +3,848	+63%	+$141K	0.07%	156
2024 Q4	$226K	Sell	6,133 -1,272	-17%	-$46.4K	0.05%	188
2024 Q3	$267K	Sell	7,405 -2,054	-22%	-$72.8K	0.05%	202
2024 Q2	$332K	Sell	9,459 -14	-0.1%	-$481	0.07%	167
2024 Q1	$324K	Buy	+9,473	New	+$316K	0.07%	170
2023 Q4	–	Sell	-8,622	Closed	-$263K	–	214
2023 Q3	$263K	Hold	8,622	–	–	0.07%	161
2023 Q2	$265K	Sell	8,622 -1,373	-14%	-$40.9K	0.07%	158
2023 Q1	$292K	Buy	+9,995	New	+$288K	0.08%	149

Other funds holding PFEB

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

IAS

Integrity Advisory Solutions Dallas, Texas $972M AUM 20.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

CWRP

Cassady Wealth & Retirement Planning Henderson, Nevada $215M AUM

SEP

Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Cornerstone Wealth Greeneville, Tennessee $198M AUM

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Summit Wealth Partners's PFEB Position: Q2 2026 in Review

Summit Wealth Partners reduced its Innovator US Equity Power Buffer ETF February (PFEB) stake by 8.8% in Q2 2026, selling an estimated $28.7K and leaving 7,054 shares worth $304K. The position accounts for 0.04% of the portfolio, ranked #229.

Summit Wealth Partners first reported a position in PFEB in Q1 2023 and has held it in 13 quarters since. The position peaked at $377K in Q3 2025. 114 funds tracked by Wall St. Rank hold PFEB as of Q2 2026.

Summit Wealth Partners held 7,054 shares of Innovator US Equity Power Buffer ETF February worth $304K as of Q2 2026.
Summit Wealth Partners sold 678 Innovator US Equity Power Buffer ETF February shares in Q2 2026, an estimated $28.7K.
Innovator US Equity Power Buffer ETF February made up 0.04% of Summit Wealth Partners's portfolio in Q2 2026, its #229 holding.
Summit Wealth Partners first reported a position in Innovator US Equity Power Buffer ETF February in Q1 2023 and has held it in 13 quarters since.
Summit Wealth Partners's Innovator US Equity Power Buffer ETF February position peaked at $377K in Q3 2025.
114 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF February as of Q2 2026.

Based on Summit Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.