JDM Financial Group LLC PFEB β€” INNOVATOR U.S. EQUITY POWER BUFFER ETF - FEBRUARY

Ownership history in JDM Financial Group LLC  Β·  4 quarters on record

AI Ownership Summary

JDM Financial Group LLC reported INNOVATOR U.S. EQUITY POWER BUFFER ETF - FEBRUARY (PFEB) in 4 quarterly 13F filings from 2025 Q1 through 2025 Q4. Peak portfolio weight reached 0.89% in 2025 Q1. The latest visible filing shows PFEB at 0.03% 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 JDM Financial Group LLC'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
2025 Q4

PFEB was reported at 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.89% in 2025 Q1

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

Time in book
Holding Window
2025 Q1 to 2025 Q4

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.

PFEB stock page JDM Financial Group LLC fund profile JDM Financial Group LLC full holdings
How JDM Financial Group LLC 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 4 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 95.3% -1.5% βœ… 2,154 -44,158 -95.3% 0.03% $88K 2026-02-14 (Est.) $40.94
2025 Q3 REDUCED β€” β€” β€” 46,312 -2,154 -4.4% 0.77% $1.8M 2025-10-21 $39.89
2025 Q2 REDUCED β€” β€” β€” 48,466 -624 -1.3% 0.87% $1.8M 2025-08-04 $38.52
2025 Q1 INITIATED β€” β€” β€” 49,090 β€” β€” 0.89% $1.8M 2025-05-15 $36.97

🏒 Other funds also holding PFEB

As of 2026 Q1 β€” sorted by position size

Cassady Wealth & Retirement Planning, LLC 3.41% Blossom Wealth Management 3Y 1.63% Southland Equity Partners LLC 1.26% Chris Bulman Inc 1.25% RIVERCHASE WEALTH MANAGEMENT, LLC 1.16% FSA Advisors, Inc. 1.04% BCS Wealth Management 3Y 0.94% CORRADO ADVISORS, LLC 3Y 7Y 0.9% GILL CAPITAL PARTNERS, LLC 3Y 0.88% Blue Water Asset Management 0.86%

FAQ About JDM Financial Group LLC and PFEB

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

How long has JDM Financial Group LLC reported owning PFEB?

JDM Financial Group LLC reported PFEB across 4 quarterly 13F filings, from 2025 Q1 through 2025 Q4.

What was the largest reported PFEB position in JDM Financial Group LLC's portfolio?

The largest reported portfolio weight for PFEB was 0.89% in 2025 Q1.

What is the latest reported PFEB position on this page?

The most recent filing on this page is 2025 Q4, when JDM Financial Group LLC reported 2,154 shares, equal to 0.03% of portfolio, with an estimated market value of $88K.

What does the chart on this PFEB ownership page compare?

The chart compares JDM Financial Group LLC'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.

How well did JDM Financial Group LLC time their PFEB position?

Based on 13F filing dates vs. subsequent PFEB price moves, JDM Financial Group LLC correctly timed 1 out of 3 reported position changes (33%). The annualised alpha on PFEB relative to SPY over the holding period was -6.5%.

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