Truist Financial
KFEB

Truist Financial’s Innovator U.S. Small Cap Power Buffer ETF - February KFEB Stock Holding History

Truist Financial’s Portfolio KFEB Stock Details KFEB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$946K Buy
33,694
+21,897
+186% +$626K ﹤0.01% 1738
2025
Q4 		$321K Sell
11,797
-150
-1% -$4.07K ﹤0.01% 2286
2025
Q3 		$320K Sell
11,947
-66
-0.5% -$1.7K ﹤0.01% 2271
2025
Q2 		$299K Hold
12,013
– – ﹤0.01% 2214
2025
Q1 		$285K Buy
+12,013
New +$294K ﹤0.01% 2169

Other funds holding KFEB

PCS
Personal CFO Solutions Chester, New Jersey $712M AUM 25.3% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CW
Cornerstone Wealth Greeneville, Tennessee $178M AUM

Truist Financial's KFEB Position: Q1 2026 in Review

Truist Financial increased its Innovator U.S. Small Cap Power Buffer ETF - February (KFEB) stake by 186% in Q1 2026, buying an estimated $626K and bringing the position to 33,694 shares worth $946K. The position accounts for ﹤0.01% of the portfolio, ranked #1738.

Truist Financial first reported a position in KFEB in Q1 2025 and has held it in 5 quarters since. 52 funds tracked by Wall St. Rank hold KFEB as of Q1 2026.

  • Truist Financial held 33,694 shares of Innovator U.S. Small Cap Power Buffer ETF - February worth $946K as of Q1 2026.
  • Truist Financial bought 21,897 Innovator U.S. Small Cap Power Buffer ETF - February shares in Q1 2026, an estimated $626K.
  • Innovator U.S. Small Cap Power Buffer ETF - February made up ﹤0.01% of Truist Financial's portfolio in Q1 2026, its #1738 holding.
  • Truist Financial first reported a position in Innovator U.S. Small Cap Power Buffer ETF - February in Q1 2025 and has held it in 5 quarters since.
  • 52 funds tracked by Wall St. Rank held Innovator U.S. Small Cap Power Buffer ETF - February as of Q1 2026.

Based on Truist Financial's 13F filing for Q1 2026, filed 27 Apr 2026.