Authentikos Wealth Advisory’s Innovator US Equity Ultra Buffer ETF February UFEB Stock Holding History

Authentikos Wealth Advisory’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
2023 Q4	–	Sell	-9	Closed	-$248	–	551
2023 Q3	$248	Buy	+9	New	+$252	﹤0.01%	610

Other funds holding UFEB

SWA

Stratos Wealth Advisors Beachwood, Ohio $1.63B AUM 16.33% 1-Year Est. Return

SIA

Soltis Investment Advisors St. George, Utah $1.59B AUM 23.87% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

PCA

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

BCM

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

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

AIA

Alera Investment Advisors Deerfield, Illinois $851M AUM 29.76% 1-Year Est. Return

KWM

KFG Wealth Management Granger, Indiana $774M AUM 12.78% 1-Year Est. Return

Authentikos Wealth Advisory's UFEB Position: Q4 2023 in Review

Authentikos Wealth Advisory sold out of Innovator US Equity Ultra Buffer ETF February (UFEB) in Q4 2023, closing a stake of 9 shares — an estimated $248 sold.

Authentikos Wealth Advisory first reported a position in UFEB in Q3 2023 and held it in 1 quarter. The position peaked at $248 in Q3 2023. 45 funds tracked by Wall St. Rank hold UFEB as of Q4 2023.

Authentikos Wealth Advisory reported no remaining Innovator US Equity Ultra Buffer ETF February position as of Q4 2023 after selling out during the quarter.
Authentikos Wealth Advisory sold 9 Innovator US Equity Ultra Buffer ETF February shares in Q4 2023, an estimated $248.
Authentikos Wealth Advisory first reported a position in Innovator US Equity Ultra Buffer ETF February in Q3 2023 and held it in 1 quarter.
Authentikos Wealth Advisory's Innovator US Equity Ultra Buffer ETF February position peaked at $248 in Q3 2023.
45 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF February as of Q4 2023.

Based on Authentikos Wealth Advisory's 13F filing for Q4 2023, filed 30 Jan 2024.