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PFEBPFEB
Showing 9 of 13 quarters

Position history for WEALTH ENHANCEMENT ADVISORY SERVICES, LLCWEALTH ENHANCEMENT ADVISORY SERVICES, LLC's holdings in INNOVATOR ETFS TRUST

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds 64,269 shares of PFEB (INNOVATOR ETFS TRUST), worth $2.9M as of 2026-Q3. The position was decreased (-24.1% shares). PFEB represents 0.0% of WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's portfolio.

Current Value

$2.9M

Current Shares

64,269

Total Value Change

+$1.1M

Total Shares Change

+16,787

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q3
Latest
Decreased
64,269
-24.1%
$2.9M0.0%$44.05
0
2026-Q2
Increased
84,661
+2.4%
$3.7M0.0%$43.06
27
2026-Q1
Increased
82,720
+44.7%
$3.3M0.0%$40.92
36
2025-Q4
Decreased
57,169
-30.2%
$2.3M0.0%$40.79
0
2025-Q3
Decreased
81,920
-79.2%
$3.3M0.0%$39.64
0
2025-Q2
Decreased
394,589
-7.0%
$15.1M0.0%$37.99
0
2025-Q1
Increased
424,062
+770.7%
$15.2M0.0%$35.78
45
2024-Q4
Increased
48,706
+2.6%
$1.8M0.0%$36.81
26
2024-Q3
Decreased
47,482
-71.2%
$1.7M0.0%$35.98
0

Other major holders of PFEB: ALLIANCEBERNSTEIN L.P.

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