WTFG
KFEB

Wood Tarver Financial Group’s Innovator U.S. Small Cap Power Buffer ETF - February KFEB Stock Holding History

Wood Tarver Financial Group’s Portfolio KFEB Stock Details KFEB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-752
Closed -$18K – 699
2025
Q2 		$18K Hold
752
– – 0.01% 373
2025
Q1 		$17.9K Buy
+752
New +$18.4K 0.01% 357

Other funds holding KFEB

AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FA
Faithward Advisors Lancaster, Pennsylvania $701M AUM 32.17% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
MWM
Maltin Wealth Management Ridgewood, New Jersey $299M AUM 22.87% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Wood Tarver Financial Group's KFEB Position: Q3 2025 in Review

Wood Tarver Financial Group sold out of Innovator U.S. Small Cap Power Buffer ETF - February (KFEB) in Q3 2025, closing a stake of 752 shares — an estimated $18K sold.

Wood Tarver Financial Group first reported a position in KFEB in Q1 2025 and held it in 2 quarters. The position peaked at $18K in Q2 2025. 32 funds tracked by Wall St. Rank hold KFEB as of Q3 2025.

  • Wood Tarver Financial Group reported no remaining Innovator U.S. Small Cap Power Buffer ETF - February position as of Q3 2025 after selling out during the quarter.
  • Wood Tarver Financial Group sold 752 Innovator U.S. Small Cap Power Buffer ETF - February shares in Q3 2025, an estimated $18K.
  • Wood Tarver Financial Group first reported a position in Innovator U.S. Small Cap Power Buffer ETF - February in Q1 2025 and held it in 2 quarters.
  • Wood Tarver Financial Group's Innovator U.S. Small Cap Power Buffer ETF - February position peaked at $18K in Q2 2025.
  • 32 funds tracked by Wall St. Rank held Innovator U.S. Small Cap Power Buffer ETF - February as of Q3 2025.

Based on Wood Tarver Financial Group's 13F filing for Q3 2025, filed 14 Nov 2025.