VisionPoint Advisory Group’s Innovator US Equity Power Buffer ETF February PFEB Stock Holding History

VisionPoint Advisory Group’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
2023 Q4	–	Sell	-1,268	Closed	-$38.6K	–	840
2023 Q3	$38.6K	Buy	+1,268	New	+$39.2K	0.02%	268

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LNC

Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

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

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

SIA

Soltis Investment Advisors St. George, Utah $1.59B AUM 23.87% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return

VisionPoint Advisory Group's PFEB Position: Q4 2023 in Review

VisionPoint Advisory Group sold out of Innovator US Equity Power Buffer ETF February (PFEB) in Q4 2023, closing a stake of 1,268 shares — an estimated $38.6K sold.

VisionPoint Advisory Group first reported a position in PFEB in Q3 2023 and held it in 1 quarter. The position peaked at $38.6K in Q3 2023. 139 funds tracked by Wall St. Rank hold PFEB as of Q4 2023.

VisionPoint Advisory Group reported no remaining Innovator US Equity Power Buffer ETF February position as of Q4 2023 after selling out during the quarter.
VisionPoint Advisory Group sold 1,268 Innovator US Equity Power Buffer ETF February shares in Q4 2023, an estimated $38.6K.
VisionPoint Advisory Group first reported a position in Innovator US Equity Power Buffer ETF February in Q3 2023 and held it in 1 quarter.
VisionPoint Advisory Group's Innovator US Equity Power Buffer ETF February position peaked at $38.6K in Q3 2023.
139 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF February as of Q4 2023.

Based on VisionPoint Advisory Group's 13F filing for Q4 2023, filed 7 Feb 2024.