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

Triad 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	$462K	Buy	10,605 +15	+0.1%	+$635	0.03%	334
2026 Q1	$425K	Hold	10,590	–	–	0.03%	309
2025 Q4	$431K	Buy	10,590 +882	+9%	+$35.3K	0.04%	295
2025 Q3	$385K	Sell	9,708 -4,463	-31%	-$173K	0.05%	241
2025 Q2	$539K	Sell	14,171 -505	-3%	-$18.3K	0.11%	144
2025 Q1	$526K	Buy	14,676 +2,639	+22%	+$96.9K	0.16%	101
2024 Q4	$443K	Sell	12,037 -669	-5%	-$24.4K	0.16%	99
2024 Q3	$458K	Hold	12,706	–	–	0.24%	44
2024 Q2	$446K	Buy	+12,706	New	+$437K	0.23%	42

Other funds holding PFEB

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 Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Americana Partners Houston, Texas $4.44B AUM 29.45% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

KAS

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

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

Triad Wealth Partners increased its Innovator US Equity Power Buffer ETF February (PFEB) stake by 0.14% in Q2 2026, buying an estimated $635 and bringing the position to 10,605 shares worth $462K. The position accounts for 0.03% of the portfolio, ranked #334.

Triad Wealth Partners first reported a position in PFEB in Q2 2024 and has held it in 9 quarters since. The position peaked at $539K in Q2 2025. 226 funds tracked by Wall St. Rank hold PFEB as of Q2 2026.

Triad Wealth Partners held 10,605 shares of Innovator US Equity Power Buffer ETF February worth $462K as of Q2 2026.
Triad Wealth Partners bought 15 Innovator US Equity Power Buffer ETF February shares in Q2 2026, an estimated $635.
Innovator US Equity Power Buffer ETF February made up 0.03% of Triad Wealth Partners's portfolio in Q2 2026, its #334 holding.
Triad Wealth Partners first reported a position in Innovator US Equity Power Buffer ETF February in Q2 2024 and has held it in 9 quarters since.
Triad Wealth Partners's Innovator US Equity Power Buffer ETF February position peaked at $539K in Q2 2025.
226 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF February as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.