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

WealthShield 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	$300K	Hold	7,481	–	–	0.03%	293
2025 Q4	$305K	Hold	7,481	–	–	0.03%	287
2025 Q3	$297K	Hold	7,481	–	–	0.03%	281
2025 Q2	$284K	Sell	7,481 -85	-1%	-$3.09K	0.03%	282
2025 Q1	$271K	Buy	+7,566	New	+$278K	0.03%	280
2024 Q4	–	Sell	-1,700	Closed	-$61.3K	–	514
2024 Q3	$61.3K	Buy	+1,700	New	+$60.3K	0.01%	380
2024 Q1	–	Sell	-1,700	Closed	-$55.5K	–	503
2023 Q4	$55.5K	Hold	1,700	–	–	0.01%	356
2023 Q3	$51.8K	Hold	1,700	–	–	0.01%	376
2023 Q2	$52.3K	Sell	1,700 -1,553	-48%	-$46.3K	0.01%	381
2023 Q1	$95.1K	Buy	+3,253	New	+$93.8K	0.02%	345

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 $79.5B AUM 27.1% 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 $31B AUM 28.39% 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

WealthShield Partners's PFEB Position: Q1 2026 in Review

WealthShield Partners held its Innovator US Equity Power Buffer ETF February (PFEB) position steady in Q1 2026 at 7,481 shares worth $300K. The position accounts for 0.03% of the portfolio, ranked #293.

WealthShield Partners first reported a position in PFEB in Q1 2023 and has held it in 10 quarters since. The position peaked at $305K in Q4 2025. 234 funds tracked by Wall St. Rank hold PFEB as of Q1 2026.

WealthShield Partners held 7,481 shares of Innovator US Equity Power Buffer ETF February worth $300K as of Q1 2026.
WealthShield 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 WealthShield Partners's portfolio in Q1 2026, its #293 holding.
WealthShield Partners first reported a position in Innovator US Equity Power Buffer ETF February in Q1 2023 and has held it in 10 quarters since.
WealthShield Partners's Innovator US Equity Power Buffer ETF February position peaked at $305K in Q4 2025.
234 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF February as of Q1 2026.

Based on WealthShield Partners's 13F filing for Q1 2026, filed 1 May 2026.