Focus Financial Network, Inc. PFEB INNOVATOR ETFS TRUST

Ownership history in Focus Financial Network, Inc.  ·  9 quarters on record

AI Ownership Summary

Focus Financial Network, Inc. reported INNOVATOR ETFS TRUST (PFEB) in 9 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.03% 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 Focus Financial Network, Inc.'s position in INNOVATOR ETFS TRUST, 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 Q2

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

High-water mark
Peak Conviction
0.03% 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
2024 Q1 to 2026 Q2

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 Focus Financial Network, Inc. held PFEB — position size vs. price
% of Fund (quarterly)    PFEB price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED 19,674 -95 -0.5% 0.03% $847K 2026-07-09 $43.20
2026 Q1 ADDED 19,769 +3,632 +22.5% 0.03% $793K 2026-04-14 $41.56
2025 Q4 UNCHANGED 16,137 0% 0.02% $657K 2026-01-12 $40.99
2025 Q3 UNCHANGED 16,137 0% 0.02% $640K 2025-10-10 $39.30
2025 Q2 REDUCED 17.6% +4.3% 16,137 -3,454 -17.6% 0.02% $613K 2025-07-10 $38.29
2025 Q1 ADDED 19,591 +3,636 +22.8% 0.03% $702K 2025-04-15 $35.01
2024 Q4 REDUCED 15,955 -173 -1.1% 0.02% $587K 2025-01-29 $37.11
2024 Q3 ADDED 16,128 +1,330 +9.0% 0.02% $581K 2024-10-28 $36.25
2024 Q1 INITIATED 14,798 0.02% $496K 2024-04-24 $33.81

FAQ About Focus Financial Network, Inc. and PFEB

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

How long has Focus Financial Network, Inc. reported owning PFEB?

Focus Financial Network, Inc. reported PFEB across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported PFEB position in Focus Financial Network, Inc.'s portfolio?

The largest reported portfolio weight for PFEB was 0.03% in 2025 Q1.

What is the latest reported PFEB position on this page?

The most recent filing on this page is 2026 Q2, when Focus Financial Network, Inc. reported 19,674 shares, equal to 0.03% of portfolio, with an estimated market value of $847K.

What does the chart on this PFEB ownership page compare?

The chart compares Focus Financial Network, Inc.'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 Focus Financial Network, Inc. time their PFEB position?

Based on 13F filing dates vs. subsequent PFEB price moves, Focus Financial Network, Inc. correctly timed 5 out of 6 reported position changes (83%). The annualised alpha on PFEB relative to SPY over the holding period was +246.7%.

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