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

World Investment 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
2026 Q1	$6.38M	Buy	159,203 +13,083	+9%	+$534K	0.1%	218
2025 Q4	$5.95M	Buy	146,120 +17,922	+14%	+$718K	0.1%	230
2025 Q3	$5.09M	Sell	128,198 -30,332	-19%	-$1.18M	0.1%	220
2025 Q2	$6.03M	Buy	158,530 +32,837	+26%	+$1.19M	0.14%	170
2025 Q1	$4.5M	Buy	125,693 +18,399	+17%	+$676K	0.12%	206
2024 Q4	$3.95M	Buy	107,294 +19,226	+22%	+$701K	0.11%	211
2024 Q3	$3.17M	Buy	88,068 +1,821	+2%	+$64.6K	0.1%	226
2024 Q2	$3.03M	Buy	86,247 +9,622	+13%	+$331K	0.19%	111
2024 Q1	$2.62M	Buy	+76,625	New	+$2.56M	0.37%	67
2023 Q3	–	Sell	-95,831	Closed	-$2.96M	–	277
2023 Q2	$2.96M	Sell	95,831 -10,006	-9%	-$298K	0.57%	33
2023 Q1	$3.13M	Buy	+105,837	New	+$3.05M	0.65%	31
2022 Q4	–	Sell	-88,602	Closed	-$2.36M	–	259
2022 Q3	$2.36M	Buy	+88,602	New	+$2.46M	0.56%	34
2022 Q2	–	Sell	-91,887	Closed	-$2.7M	–	282
2022 Q1	$2.7M	Buy	91,887 +1,870	+2%	+$54.3K	0.56%	34
2021 Q4	$2.63M	Sell	90,017 -1,065	-1%	-$30.9K	0.55%	34
2021 Q3	$2.6M	Buy	91,082 +3,248	+4%	+$92.9K	0.59%	29
2021 Q2	$2.49M	Buy	87,834 +4,832	+6%	+$136K	0.57%	33
2021 Q1	$2.31M	Sell	83,002 -4,357	-5%	-$117K	0.56%	34
2020 Q4	$2.37M	Buy	87,359 +5,623	+7%	+$145K	0.6%	30
2020 Q3	$2.06M	Buy	81,736 +2,400	+3%	+$59.9K	0.71%	30
2020 Q2	$2M	Buy	+79,336	New	+$1.85M	0.7%	30

Other funds holding PFEB

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

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

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

World Investment Advisors's PFEB Position: Q1 2026 in Review

World Investment Advisors increased its Innovator US Equity Power Buffer ETF February (PFEB) stake by 9% in Q1 2026, buying an estimated $534K and bringing the position to 159,203 shares worth $6.38M. The position accounts for 0.1% of the portfolio, ranked #218.

World Investment Advisors first reported a position in PFEB in Q2 2020 and has held it in 20 quarters since. 234 funds tracked by Wall St. Rank hold PFEB as of Q1 2026.

World Investment Advisors held 159,203 shares of Innovator US Equity Power Buffer ETF February worth $6.38M as of Q1 2026.
World Investment Advisors bought 13,083 Innovator US Equity Power Buffer ETF February shares in Q1 2026, an estimated $534K.
Innovator US Equity Power Buffer ETF February made up 0.1% of World Investment Advisors's portfolio in Q1 2026, its #218 holding.
World Investment Advisors first reported a position in Innovator US Equity Power Buffer ETF February in Q2 2020 and has held it in 20 quarters since.
234 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF February as of Q1 2026.

Based on World Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.