Milestone Asset Management, LLC Innovator U.S. Equity Power Bu Transaction History

Milestone Asset Management, LLC

$530 Billion
Q4 2025

A detailed history of Milestone Asset Management, LLC transactions in Innovator U.S. Equity Power Bu stock. As of the latest transaction made, Milestone Asset Management, LLC holds 5,738 shares of PFEB stock, worth $229,118. This represents 0.04% of its overall portfolio holdings.

Number of Shares

5,738

Previous 5,816 1.34%

Holding current value

$229,118

Previous $231 Million 1.22%

% of portfolio

0.04%

Previous 0.04%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 28, 2026	SELL	$39.3 - $40.12 $3,065 - $3,129	-78 Reduced 1.34%	5,738 $234 Million
Q1 2025 Apr 09, 2025	SELL	$35.54 - $37.44 $4,549 - $4,792	-128 Reduced 2.15%	5,816 $208 Million
Q1 2024 Apr 23, 2024	BUY	$32.55 - $34.16 $193,477 - $203,047	5,944 New	5,944 $203 Million
Q3 2023 Nov 13, 2023	SELL	$30.36 - $31.28 $153,014 - $157,651	-5,040 Reduced 27.59%	13,229 $402 Million
Q2 2023 Aug 08, 2023	BUY	$29.2 - $30.79 $7,767 - $8,190	266 Added 1.48%	18,269 $563 Million

Q1 2023 May 08, 2023	BUY	$28.16 - $29.33 $506,964 - $528,027	18,003 New	18,003 $526 Million

Others Institutions Holding PFEB

# of Institutions

217

Shares Held

16.6M

Call Options Held

Put Options Held

View Full List

About INNOVATOR U.S. EQUITY POWER BU

Ticker PFEB
Sector ETFs
Industry ETFs

More about PFEB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Milestone Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Milestone Asset Management, LLC with notifications on news.

Account

Milestone Asset Management, LLC Innovator U.S. Equity Power Bu Transaction History