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AssuredPartners Investment Advisors’s Innovator US Equity Ultra Buffer ETF February UFEB Stock Holding History

AssuredPartners Investment 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 		$447K Hold
11,574
– – 0.04% 273
2026
Q1 		$423K Buy
+11,574
New +$427K 0.05% 282

Other funds holding UFEB

Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
TPW
Talon Private Wealth The Villages, Florida $855M AUM
HighTower Advisors
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 15.9% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

AssuredPartners Investment Advisors's UFEB Position: Q2 2026 in Review

AssuredPartners Investment Advisors held its Innovator US Equity Ultra Buffer ETF February (UFEB) position steady in Q2 2026 at 11,574 shares worth $447K. The position accounts for 0.04% of the portfolio, ranked #273.

AssuredPartners Investment Advisors first reported a position in UFEB in Q1 2026 and has held it in 2 quarters since. 107 funds tracked by Wall St. Rank hold UFEB as of Q2 2026.

  • AssuredPartners Investment Advisors held 11,574 shares of Innovator US Equity Ultra Buffer ETF February worth $447K as of Q2 2026.
  • AssuredPartners Investment Advisors left its Innovator US Equity Ultra Buffer ETF February share count unchanged in Q2 2026.
  • Innovator US Equity Ultra Buffer ETF February made up 0.04% of AssuredPartners Investment Advisors's portfolio in Q2 2026, its #273 holding.
  • AssuredPartners Investment Advisors first reported a position in Innovator US Equity Ultra Buffer ETF February in Q1 2026 and has held it in 2 quarters since.
  • 107 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF February as of Q2 2026.

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