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Beckerman Institutional’s Innovator US Equity Ultra Buffer ETF February UFEB Stock Holding History

Beckerman Institutional’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 		$225K Hold
6,186
– – 0.12% 113
2025
Q4 		$228K Hold
6,186
– – 0.13% 112
2025
Q3 		$221K Hold
6,186
– – 0.13% 109
2025
Q2 		$212K Hold
6,186
– – 0.14% 103
2025
Q1 		$200K Buy
+6,186
New +$205K 0.14% 100

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 $2.03B AUM 23.67% 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

Beckerman Institutional's UFEB Position: Q1 2026 in Review

Beckerman Institutional held its Innovator US Equity Ultra Buffer ETF February (UFEB) position steady in Q1 2026 at 6,186 shares worth $225K. The position accounts for 0.12% of the portfolio, ranked #113.

Beckerman Institutional first reported a position in UFEB in Q1 2025 and has held it in 5 quarters since. The position peaked at $228K in Q4 2025. 96 funds tracked by Wall St. Rank hold UFEB as of Q1 2026.

  • Beckerman Institutional held 6,186 shares of Innovator US Equity Ultra Buffer ETF February worth $225K as of Q1 2026.
  • Beckerman Institutional left its Innovator US Equity Ultra Buffer ETF February share count unchanged in Q1 2026.
  • Innovator US Equity Ultra Buffer ETF February made up 0.12% of Beckerman Institutional's portfolio in Q1 2026, its #113 holding.
  • Beckerman Institutional first reported a position in Innovator US Equity Ultra Buffer ETF February in Q1 2025 and has held it in 5 quarters since.
  • Beckerman Institutional's Innovator US Equity Ultra Buffer ETF February position peaked at $228K in Q4 2025.
  • 96 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF February as of Q1 2026.

Based on Beckerman Institutional's 13F filing for Q1 2026, filed 4 May 2026.