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PFEB INNOVATOR ETFS TRUST

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US EQTY PWR BUF (fund)

225 managers (226 13F filers) reported a position in PFEB shares at 2026-06-30, 16,987,730 shares in all. 15 filers opened a position and 17 filers sold out during the quarter.

Managers
225
13F filers
226
New
15
Added
36
Reduced
93
Sold out
17
Shares held by filers
16,987,730

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
JDM Financial Group LLC2,154$92.8K0.03%013F-HRTimeline
REICON WEALTH ADVISORS, LLC2,000$86.1K0.05%new13F-HRTimeline
ROTHSCHILD INVESTMENT LLC1,950$84K<0.01%013F-HRTimeline
Atlantic Private Wealth, LLC1,710$73.6K0.05%013F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC1,534$66.1K0.01%013F-HRTimeline
Aptus Capital Advisors, LLC1,475$63.5K<0.01%013F-HRTimeline
IMG Wealth Management, Inc.1,403$60.4K0.03%-17113F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS1,366$58.8K0.01%new13F-HRTimeline
PFS Partners, LLC1,200$51.7K0.02%013F-HRTimeline
Ashton Thomas Private Wealth, LLC1,178$50.7K<0.01%013F-HRTimeline
Bernard Wealth Management Corp.1,074$46.2K0.02%013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.1,036$44.6K0.03%-813F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY723$31.1K<0.01%013F-HRTimelineGroup
CITY HOLDING CO700$30.1K<0.01%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/676$29.1K<0.01%013F-HRTimelineGroup
Trifecta Capital Advisors, LLC541$23.3K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.450$19.4K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…316$13.6K<0.01%013F-HRTimelineGroup
BigSur Wealth Management LLC190$8.18K<0.01%013F-HRTimeline
Elevated Capital Advisors, LLC185$7.97K<0.01%013F-HRTimeline
Oakmont Advisory Group, LLC96$4.15K<0.01%new13F-HRTimeline
GHP Investment Advisors, Inc.48$2.07K<0.01%013F-HRTimeline
Triumph Capital Management41$1.76K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC37$1.59K<0.01%013F-HRTimelineGroup
BARCLAYS PLCin group BARCLAYS PLC1$43<0.01%new13F-HRTimelineGroup