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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
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
TPW
Talon Private Wealth The Villages, Florida $753M AUM
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $774M AUM 12.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $1.76B AUM 18.92% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $1.72B AUM 19.92% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return

Arkadios Wealth Advisors's UFEB Position: Q1 2026 in Review

Arkadios Wealth Advisors opened a new position in Innovator US Equity Ultra Buffer ETF February (UFEB) in Q1 2026: 14,472 shares worth $525K. The stake represents 0.01% of the portfolio and ranks #1090 among its holdings. This is a return to the name: Arkadios Wealth Advisors previously reported a position in UFEB as recently as Q2 2025.

Arkadios Wealth Advisors first reported a position in UFEB in Q1 2025 and has held it in 3 quarters since. 96 funds tracked by Wall St. Rank hold UFEB as of Q1 2026.

  • Arkadios Wealth Advisors held 14,472 shares of Innovator US Equity Ultra Buffer ETF February worth $525K as of Q1 2026.
  • Innovator US Equity Ultra Buffer ETF February was a new Arkadios Wealth Advisors position in Q1 2026.
  • Innovator US Equity Ultra Buffer ETF February made up 0.01% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #1090 holding.
  • Arkadios Wealth Advisors first reported a position in Innovator US Equity Ultra Buffer ETF February in Q1 2025 and has held it in 3 quarters since.
  • 96 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF February as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.