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

Whipplewood 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
2025
Q1 		– Sell
-13,132
Closed -$483K – 1230
2024
Q4 		$483K Buy
+13,132
New +$479K 0.27% 86

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Commonwealth Equity Services
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BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RCMF
RK Capital Management (Florida) Weston, Florida $2.6B AUM 83.27% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Whipplewood Advisors's PFEB Position: Q1 2025 in Review

Whipplewood Advisors sold out of Innovator US Equity Power Buffer ETF February (PFEB) in Q1 2025, closing a stake of 13,132 shares — an estimated $483K sold.

Whipplewood Advisors first reported a position in PFEB in Q4 2024 and held it in 1 quarter. The position peaked at $483K in Q4 2024. 208 funds tracked by Wall St. Rank hold PFEB as of Q1 2025.

  • Whipplewood Advisors reported no remaining Innovator US Equity Power Buffer ETF February position as of Q1 2025 after selling out during the quarter.
  • Whipplewood Advisors sold 13,132 Innovator US Equity Power Buffer ETF February shares in Q1 2025, an estimated $483K.
  • Whipplewood Advisors first reported a position in Innovator US Equity Power Buffer ETF February in Q4 2024 and held it in 1 quarter.
  • Whipplewood Advisors's Innovator US Equity Power Buffer ETF February position peaked at $483K in Q4 2024.
  • 208 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF February as of Q1 2025.

Based on Whipplewood Advisors's 13F filing for Q1 2025, filed 10 Apr 2025.