WIA
KFEB

World Investment Advisors’s Innovator U.S. Small Cap Power Buffer ETF - February KFEB Stock Holding History

World Investment Advisors’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
Q4 		– Sell
-8,050
Closed -$215K – 1565
2025
Q3 		$215K Sell
8,050
-3,480
-30% -$89.8K ﹤0.01% 1136
2025
Q2 		$287K Buy
+11,530
New +$275K 0.01% 933

Other funds holding KFEB

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
FA
Faithward Advisors Lancaster, Pennsylvania $701M AUM 32.17% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

World Investment Advisors's KFEB Position: Q4 2025 in Review

World Investment Advisors sold out of Innovator U.S. Small Cap Power Buffer ETF - February (KFEB) in Q4 2025, closing a stake of 8,050 shares — an estimated $215K sold.

World Investment Advisors first reported a position in KFEB in Q2 2025 and held it in 2 quarters. The position peaked at $287K in Q2 2025. 31 funds tracked by Wall St. Rank hold KFEB as of Q4 2025.

  • World Investment Advisors reported no remaining Innovator U.S. Small Cap Power Buffer ETF - February position as of Q4 2025 after selling out during the quarter.
  • World Investment Advisors sold 8,050 Innovator U.S. Small Cap Power Buffer ETF - February shares in Q4 2025, an estimated $215K.
  • World Investment Advisors first reported a position in Innovator U.S. Small Cap Power Buffer ETF - February in Q2 2025 and held it in 2 quarters.
  • World Investment Advisors's Innovator U.S. Small Cap Power Buffer ETF - February position peaked at $287K in Q2 2025.
  • 31 funds tracked by Wall St. Rank held Innovator U.S. Small Cap Power Buffer ETF - February as of Q4 2025.

Based on World Investment Advisors's 13F filing for Q4 2025, filed 4 Feb 2026.