James T. Borello RIA’s Innovator International Developed Power Buffer ETF February IFEB Stock Holding History

James T. Borello RIA’s Portfolio IFEB Stock Details IFEB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$239K	Hold	7,610	–	–	0.05%	102
2026 Q2	$238K	Buy	7,610 +4,603	+153%	+$142K	0.05%	103
2026 Q1	$89.6K	Hold	3,007	–	–	0.02%	160
2025 Q4	$90.9K	Hold	3,007	–	–	0.02%	140
2025 Q3	$88.3K	Hold	3,007	–	–	0.02%	131
2025 Q2	$85.9K	Hold	3,007	–	–	0.03%	125
2025 Q1	$80.6K	Buy	+3,007	New	+$79.6K	0.03%	114

Other funds holding IFEB

GTWM

Global Trust Wealth Management West Palm Beach, Florida $139M AUM 12.13% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

GCP

Gill Capital Partners Denver, Colorado $366M AUM 12.21% 1-Year Est. Return

CFP

Cypress Financial Planning Haddon Heights, New Jersey $373M AUM 6.05% 1-Year Est. Return

PWMG

Pinnacle Wealth Management Group Plymouth, Michigan $218M AUM 11.75% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

NWMP

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

James T. Borello RIA's IFEB Position: Q3 2026 in Review

James T. Borello RIA held its Innovator International Developed Power Buffer ETF February (IFEB) position steady in Q3 2026 at 7,610 shares worth $239K. The position accounts for 0.05% of the portfolio, ranked #102.

James T. Borello RIA first reported a position in IFEB in Q1 2025 and has held it in 7 quarters since. 11 funds tracked by Wall St. Rank hold IFEB as of Q3 2026.

James T. Borello RIA held 7,610 shares of Innovator International Developed Power Buffer ETF February worth $239K as of Q3 2026.
James T. Borello RIA left its Innovator International Developed Power Buffer ETF February share count unchanged in Q3 2026.
Innovator International Developed Power Buffer ETF February made up 0.05% of James T. Borello RIA's portfolio in Q3 2026, its #102 holding.
James T. Borello RIA first reported a position in Innovator International Developed Power Buffer ETF February in Q1 2025 and has held it in 7 quarters since.
11 funds tracked by Wall St. Rank held Innovator International Developed Power Buffer ETF February as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.