PFEB — INNOVATOR ETFS TR

Ownership history in Keystone Wealth Services, LLC  ·  13 quarters on record

This page tracks every 13F SEC filing in which Keystone Wealth Services, LLC reported a position in INNOVATOR ETFS TR (PFEB). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.37% (2023 Q1)
Avg. % of fund
0.27%
First filed
2022 Q1
Last filed
2025 Q3
Quarters held
13
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 23,170 -1,313 -5.4% 0.20% $920K $39.69
2025 Q2 ADDED 24,483 +2,687 +12.3% 0.22% $931K $38.01
2025 Q1 REDUCED 21,796 -105 -0.5% 0.21% $781K $35.82
2024 Q4 REDUCED 21,901 -5,414 -19.8% 0.21% $806K $36.80
9 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    PFEB price (monthly, adj. close)

Other funds also holding PFEB

As of 2025 Q4 — sorted by position size

McAlister, Sweet & Associates, Inc. 3Y 2.5% Southland Equity Partners LLC 1.35% YARGER WEALTH STRATEGIES, LLC 3Y 1.27% Chris Bulman Inc 1.15% BFI Wealth Solutions, LLC 1.13% FSA Advisors, Inc. 1.09% COMMONS CAPITAL, LLC 3Y 1.01% Weaver Consulting Group 3Y 0.99% BCS Wealth Management 3Y 0.98% GILL CAPITAL PARTNERS, LLC 3Y 0.94%
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