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West Family Investments’s Innovator US Equity Power Buffer ETF February PFEB Stock Holding History

West Family Investments’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
2021
Q1 		– Sell
-16,000
Closed -$419 – 99
2020
Q4 		$419 Hold
16,000
– – 0.13% 97
2020
Q3 		$404K Buy
+16,000
New +$399K 0.15% 72

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BMM
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Osaic Holdings
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Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return

West Family Investments's PFEB Position: Q1 2021 in Review

West Family Investments sold out of Innovator US Equity Power Buffer ETF February (PFEB) in Q1 2021, closing a stake of 16,000 shares — an estimated $419 sold.

West Family Investments first reported a position in PFEB in Q3 2020 and held it in 2 quarters. The position peaked at $404K in Q3 2020. 65 funds tracked by Wall St. Rank hold PFEB as of Q1 2021.

  • West Family Investments reported no remaining Innovator US Equity Power Buffer ETF February position as of Q1 2021 after selling out during the quarter.
  • West Family Investments sold 16,000 Innovator US Equity Power Buffer ETF February shares in Q1 2021, an estimated $419.
  • West Family Investments first reported a position in Innovator US Equity Power Buffer ETF February in Q3 2020 and held it in 2 quarters.
  • West Family Investments's Innovator US Equity Power Buffer ETF February position peaked at $404K in Q3 2020.
  • 65 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF February as of Q1 2021.

Based on West Family Investments's 13F filing for Q1 2021, filed 12 May 2021.