PFEB — INNOVATOR ETFS TRUST

Ownership history in Sequent Planning LLC  ·  5 quarters on record

This page tracks every 13F SEC filing in which Sequent Planning LLC reported a position in INNOVATOR ETFS TRUST (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
0.12% (2024 Q4)
Avg. % of fund
0.1%
First filed
2024 Q3
Last filed
2025 Q3
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 8,564 — 0% 0.10% $340K $39.69
2025 Q2 UNCHANGED 8,564 — 0% 0.10% $326K $38.01
2025 Q1 UNCHANGED 8,564 — 0% 0.11% $307K $35.82
2024 Q4 ADDED 8,564 +1,811 +26.8% 0.12% $315K $36.80
1 older quarter 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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