Arkadios Wealth Advisors’s Innovator US Equity Ultra Buffer ETF February UFEB Stock Holding History

Arkadios Wealth Advisors’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
2026 Q2	$607K	Buy	15,700 +1,228	+8%	+$46.7K	0.01%	1036
2026 Q1	$525K	Buy	+14,472	New	+$534K	0.01%	1090
2025 Q3	–	Sell	-10,683	Closed	-$367K	–	1522
2025 Q2	$367K	Sell	10,683 -14	-0.1%	-$460	0.01%	974
2025 Q1	$346K	Buy	+10,697	New	+$355K	0.01%	849

Other funds holding UFEB

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

KWM

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

Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

WIA

World Investment Advisors Santa Barbara, California $6.04B AUM 22.7% 1-Year Est. Return

Arkadios Wealth Advisors's UFEB Position: Q2 2026 in Review

Arkadios Wealth Advisors increased its Innovator US Equity Ultra Buffer ETF February (UFEB) stake by 8.5% in Q2 2026, buying an estimated $46.7K and bringing the position to 15,700 shares worth $607K. The position accounts for 0.01% of the portfolio, ranked #1036.

Arkadios Wealth Advisors first reported a position in UFEB in Q1 2025 and has held it in 4 quarters since. 104 funds tracked by Wall St. Rank hold UFEB as of Q2 2026.

Arkadios Wealth Advisors held 15,700 shares of Innovator US Equity Ultra Buffer ETF February worth $607K as of Q2 2026.
Arkadios Wealth Advisors bought 1,228 Innovator US Equity Ultra Buffer ETF February shares in Q2 2026, an estimated $46.7K.
Innovator US Equity Ultra Buffer ETF February made up 0.01% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #1036 holding.
Arkadios Wealth Advisors first reported a position in Innovator US Equity Ultra Buffer ETF February in Q1 2025 and has held it in 4 quarters since.
104 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF February as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.