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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
Q1 		$423K Buy
+11,574
New +$427K 0.05% 282

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 $886M AUM 15.98% 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 $2.03B AUM 23.67% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 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

AssuredPartners Investment Advisors's UFEB Position: Q1 2026 in Review

AssuredPartners Investment Advisors opened a new position in Innovator US Equity Ultra Buffer ETF February (UFEB) in Q1 2026: 11,574 shares worth $423K. The stake represents 0.05% of the portfolio and ranks #282 among its holdings.

96 funds tracked by Wall St. Rank hold UFEB as of Q1 2026.

  • AssuredPartners Investment Advisors held 11,574 shares of Innovator US Equity Ultra Buffer ETF February worth $423K as of Q1 2026.
  • Innovator US Equity Ultra Buffer ETF February was a new AssuredPartners Investment Advisors position in Q1 2026.
  • Innovator US Equity Ultra Buffer ETF February made up 0.05% of AssuredPartners Investment Advisors's portfolio in Q1 2026, its #282 holding.
  • 96 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF February as of Q1 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.