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PFEB INNOVATOR ETFS TRUST

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US EQTY PWR BUF (fund)

235 managers (235 13F filers) reported a position in PFEB shares at 2026-03-31, 17,180,096 shares in all. 40 filers opened a position and 17 filers sold out during the quarter.

Managers
235
13F filers
235
New
40
Added
98
Reduced
48
Sold out
17
Shares held by filers
17,180,096

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Quest 10 Wealth Builders, Inc.4,509$181K0.16%-18513F-HRTimeline
Capital Investment Advisory Services, L…4,278$172K0.01%+30213F-HRTimeline
TopTier Wealth Management, LLC3,579$144K0.09%new13F-HRTimeline
HAZLETT, BURT & WATSON, INC.3,435$138K0.04%013F-HRTimeline
Financial Network Wealth Advisors LLC3,077$123K0.13%013F-HRTimeline
PlanVest Financial, Inc2,387$95.7K0.07%13F-HRTimeline
JDM Financial Group LLC2,154$86.4K0.03%013F-HRTimeline
Wagner Wealth Management, LLC2,000$80.2K0.02%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC1,950$78.2K<0.01%new13F-HRTimeline
Global Wealth Strategies & Associates1,812$72.7K0.02%-38213F-HRTimeline
Atlantic Private Wealth, LLC1,710$68.6K0.04%new13F-HRTimeline
IMG Wealth Management, Inc.1,574$63.1K0.04%013F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC1,534$61.5K0.01%013F-HRTimeline
Aptus Capital Advisors, LLC1,475$59.1K<0.01%new13F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC1,475$59.1K<0.01%new13F-HRTimeline
Annis Gardner Whiting Capital Advisors,…1,300$52.1K0.01%013F-HRTimeline
PFS Partners, LLC1,200$48.1K0.02%013F-HRTimeline
Ashton Thomas Private Wealth, LLC1,178$47.2K<0.01%new13F-HRTimeline
MidFirst Bank1,133$45.4K<0.01%new13F-HRTimeline
Bernard Wealth Management Corp.1,074$43.1K0.02%013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.1,044$41.9K0.03%-20613F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY723$29K<0.01%-7913F-HRTimelineGroup
CITY HOLDING CO700$28.1K<0.01%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/676$27.1K<0.01%013F-HRTimelineGroup
Trifecta Capital Advisors, LLC541$21.7K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.450$18K<0.01%013F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…345$13.8K<0.01%013F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…316$12.7K<0.01%013F-HR/ATimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…303$12.2K<0.01%new13F-HRTimelineGroup
BigSur Wealth Management LLC190$7.62K<0.01%new13F-HRTimeline
Elevated Capital Advisors, LLC185$7.42K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO53$2.09K<0.01%new13F-HR/ATimelineGroup
GHP Investment Advisors, Inc.48$1.93K<0.01%new13F-HRTimeline
Triumph Capital Management41$1.64K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC37$1.48K<0.01%013F-HRTimelineGroup