Summit Wealth Partners’s Innovator US Equity Power Buffer ETF February PFEB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $377K | Hold |
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|
2025
Q2 | $361K | Sell |
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|
2025
Q1 | $358K | Buy |
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|
2024
Q4 | $226K | Sell |
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|
2024
Q3 | $267K | Sell |
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|
2024
Q2 | $332K | Sell |
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|
2024
Q1 | $324K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $263K | Hold |
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|
2023
Q2 | $265K | Sell |
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|
2023
Q1 | $292K | Buy |
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