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Alterna Wealth Management’s Innovator US Equity Ultra Buffer ETF February UFEB Stock Holding History

Alterna Wealth Management’s Portfolio UFEB Stock Details UFEB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-7,750
Closed -$266K – 112
2025
Q2 		$266K Hold
7,750
– – 0.21% 86
2025
Q1 		$251K Buy
+7,750
New +$257K 0.19% 85

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KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.04B AUM 22.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Alterna Wealth Management's UFEB Position: Q3 2025 in Review

Alterna Wealth Management sold out of Innovator US Equity Ultra Buffer ETF February (UFEB) in Q3 2025, closing a stake of 7,750 shares — an estimated $266K sold.

Alterna Wealth Management first reported a position in UFEB in Q1 2025 and held it in 2 quarters. The position peaked at $266K in Q2 2025. 90 funds tracked by Wall St. Rank hold UFEB as of Q3 2025.

  • Alterna Wealth Management reported no remaining Innovator US Equity Ultra Buffer ETF February position as of Q3 2025 after selling out during the quarter.
  • Alterna Wealth Management sold 7,750 Innovator US Equity Ultra Buffer ETF February shares in Q3 2025, an estimated $266K.
  • Alterna Wealth Management first reported a position in Innovator US Equity Ultra Buffer ETF February in Q1 2025 and held it in 2 quarters.
  • Alterna Wealth Management's Innovator US Equity Ultra Buffer ETF February position peaked at $266K in Q2 2025.
  • 90 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF February as of Q3 2025.

Based on Alterna Wealth Management's 13F filing for Q3 2025, filed 17 Oct 2025.