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 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 $309B AUM 23.92% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Triad Wealth Partners's PFEB Position: Q1 2026 in Review

Triad Wealth Partners held its Innovator US Equity Power Buffer ETF February (PFEB) position steady in Q1 2026 at 10,590 shares worth $425K. The position accounts for 0.03% of the portfolio, ranked #309.

Triad Wealth Partners first reported a position in PFEB in Q2 2024 and has held it in 8 quarters since. The position peaked at $539K in Q2 2025. 234 funds tracked by Wall St. Rank hold PFEB as of Q1 2026.

Triad Wealth Partners held 10,590 shares of Innovator US Equity Power Buffer ETF February worth $425K as of Q1 2026.
Triad Wealth Partners left its Innovator US Equity Power Buffer ETF February share count unchanged in Q1 2026.
Innovator US Equity Power Buffer ETF February made up 0.03% of Triad Wealth Partners's portfolio in Q1 2026, its #309 holding.
Triad Wealth Partners first reported a position in Innovator US Equity Power Buffer ETF February in Q2 2024 and has held it in 8 quarters since.
Triad Wealth Partners's Innovator US Equity Power Buffer ETF February position peaked at $539K in Q2 2025.
234 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF February as of Q1 2026.

Based on Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.