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

Winnow Wealth’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
-53
Closed -$1.95K – 645
2024
Q4 		$1.95K Buy
+53
New +$1.93K ﹤0.01% 272

Other funds holding PFEB

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

Winnow Wealth's PFEB Position: Q1 2025 in Review

Winnow Wealth sold out of Innovator US Equity Power Buffer ETF February (PFEB) in Q1 2025, closing a stake of 53 shares — an estimated $1.95K sold.

Winnow Wealth first reported a position in PFEB in Q4 2024 and held it in 1 quarter. The position peaked at $1.95K in Q4 2024. 208 funds tracked by Wall St. Rank hold PFEB as of Q1 2025.

  • Winnow Wealth reported no remaining Innovator US Equity Power Buffer ETF February position as of Q1 2025 after selling out during the quarter.
  • Winnow Wealth sold 53 Innovator US Equity Power Buffer ETF February shares in Q1 2025, an estimated $1.95K.
  • Winnow Wealth first reported a position in Innovator US Equity Power Buffer ETF February in Q4 2024 and held it in 1 quarter.
  • Winnow Wealth's Innovator US Equity Power Buffer ETF February position peaked at $1.95K in Q4 2024.
  • 208 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF February as of Q1 2025.

Based on Winnow Wealth's 13F filing for Q1 2025, filed 26 Aug 2025.