Global Wealth Strategies & Associates PFEB β€” INNOVATOR U.S. EQUITY POWER BUFFER ETF - FEBRUARY

Ownership history in Global Wealth Strategies & Associates  Β·  3 quarters on record

AI Ownership Summary

Global Wealth Strategies & Associates reported INNOVATOR U.S. EQUITY POWER BUFFER ETF - FEBRUARY (PFEB) in 3 quarterly 13F filings from 2025 Q3 through 2026 Q1. Peak portfolio weight reached 0.03% in 2025 Q3. The latest visible filing shows PFEB at 0.02% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this PFEB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Global Wealth Strategies & Associates's position in INNOVATOR U.S. EQUITY POWER BUFFER ETF - FEBRUARY, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

PFEB was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.03% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Global Wealth Strategies & Associates held PFEB β€” position size vs. price
% of Fund (quarterly)    PFEB price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED β€” β€” β€” 1,812 -382 -17.4% 0.02% $73K 2026-05-15 (Est.) $42.61
2025 Q4 REDUCED 13.2% -1.5% βœ… 2,194 -335 -13.2% 0.02% $89K 2026-01-02 $40.79
2025 Q3 INITIATED β€” β€” β€” 2,529 β€” β€” 0.03% $100K 2025-10-02 $39.72

FAQ About Global Wealth Strategies & Associates and PFEB

These are the practical questions this page is built to answer before you even open the full history table.

How long has Global Wealth Strategies & Associates reported owning PFEB?

Global Wealth Strategies & Associates reported PFEB across 3 quarterly 13F filings, from 2025 Q3 through 2026 Q1.

What was the largest reported PFEB position in Global Wealth Strategies & Associates's portfolio?

The largest reported portfolio weight for PFEB was 0.03% in 2025 Q3.

What is the latest reported PFEB position on this page?

The most recent filing on this page is 2026 Q1, when Global Wealth Strategies & Associates reported 1,812 shares, equal to 0.02% of portfolio, with an estimated market value of $73K.

What does the chart on this PFEB ownership page compare?

The chart compares Global Wealth Strategies & Associates's quarterly PFEB portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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