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Visionary Wealth Advisors’s Innovator US Equity Power Buffer ETF February PFEB Stock Holding History

Visionary Wealth Advisors’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 		$1.5M Sell
34,812
-3,505
-9% -$148K 0.06% 237
2026
Q1 		$1.54M Sell
38,317
-5,486
-13% -$224K 0.07% 221
2025
Q4 		$1.78M Sell
43,803
-809
-2% -$32.4K 0.08% 208
2025
Q3 		$1.77M Sell
44,612
-476
-1% -$18.5K 0.08% 211
2025
Q2 		$1.71M Sell
45,088
-6,364
-12% -$231K 0.09% 207
2025
Q1 		$1.84M Sell
51,452
-663
-1% -$24.3K 0.11% 185
2024
Q4 		$1.92M Sell
52,115
-907
-2% -$33.1K 0.11% 177
2024
Q3 		$1.91M Sell
53,022
-194
-0.4% -$6.88K 0.12% 185
2024
Q2 		$1.87M Sell
53,216
-582
-1% -$20K 0.12% 173
2024
Q1 		$1.84M Buy
53,798
+6,550
+14% +$219K 0.12% 175
2023
Q4 		$1.54M Sell
47,248
-515
-1% -$16.1K 0.11% 186
2023
Q3 		$1.45M Hold
47,763
– – 0.12% 176
2023
Q2 		$1.47M Sell
47,763
-39
-0.1% -$1.16K 0.12% 174
2023
Q1 		$1.4M Buy
47,802
+37,330
+356% +$1.08M 0.12% 167
2022
Q4 		$297K Sell
10,472
-735
-7% -$20.5K 0.03% 320
2022
Q3 		$298K Hold
11,207
– – 0.03% 301
2022
Q2 		$302K Hold
11,207
– – 0.03% 323
2022
Q1 		$329K Buy
+11,207
New +$325K 0.03% 309

Other funds holding PFEB

AllianceBernstein
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
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
AP
Americana Partners Houston, Texas $4.44B AUM 29.45% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
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

Visionary Wealth Advisors's PFEB Position: Q2 2026 in Review

Visionary Wealth Advisors reduced its Innovator US Equity Power Buffer ETF February (PFEB) stake by 9.1% in Q2 2026, selling an estimated $148K and leaving 34,812 shares worth $1.5M. The position accounts for 0.06% of the portfolio, ranked #237.

Visionary Wealth Advisors first reported a position in PFEB in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.92M in Q4 2024. 226 funds tracked by Wall St. Rank hold PFEB as of Q2 2026.

  • Visionary Wealth Advisors held 34,812 shares of Innovator US Equity Power Buffer ETF February worth $1.5M as of Q2 2026.
  • Visionary Wealth Advisors sold 3,505 Innovator US Equity Power Buffer ETF February shares in Q2 2026, an estimated $148K.
  • Innovator US Equity Power Buffer ETF February made up 0.06% of Visionary Wealth Advisors's portfolio in Q2 2026, its #237 holding.
  • Visionary Wealth Advisors first reported a position in Innovator US Equity Power Buffer ETF February in Q1 2022 and has held it in 18 quarters since.
  • Visionary Wealth Advisors's Innovator US Equity Power Buffer ETF February position peaked at $1.92M in Q4 2024.
  • 226 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF February as of Q2 2026.

Based on Visionary Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.