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BFI Wealth Solutions’s Innovator US Equity Ultra Buffer ETF February UFEB Stock Holding History

BFI Wealth Solutions’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 		$242K Sell
6,250
-2,500
-29% -$95.1K 0.18% 76
2026
Q1 		$320K Hold
8,750
– – 0.31% 60
2025
Q4 		$322K Buy
+8,750
New +$316K 0.31% 57

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 $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 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 $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

BFI Wealth Solutions's UFEB Position: Q2 2026 in Review

BFI Wealth Solutions reduced its Innovator US Equity Ultra Buffer ETF February (UFEB) stake by 29% in Q2 2026, selling an estimated $95.1K and leaving 6,250 shares worth $242K. The position accounts for 0.18% of the portfolio, ranked #76.

BFI Wealth Solutions first reported a position in UFEB in Q4 2025 and has held it in 3 quarters since. The position peaked at $322K in Q4 2025. 107 funds tracked by Wall St. Rank hold UFEB as of Q2 2026.

  • BFI Wealth Solutions held 6,250 shares of Innovator US Equity Ultra Buffer ETF February worth $242K as of Q2 2026.
  • BFI Wealth Solutions sold 2,500 Innovator US Equity Ultra Buffer ETF February shares in Q2 2026, an estimated $95.1K.
  • Innovator US Equity Ultra Buffer ETF February made up 0.18% of BFI Wealth Solutions's portfolio in Q2 2026, its #76 holding.
  • BFI Wealth Solutions first reported a position in Innovator US Equity Ultra Buffer ETF February in Q4 2025 and has held it in 3 quarters since.
  • BFI Wealth Solutions's Innovator US Equity Ultra Buffer ETF February position peaked at $322K in Q4 2025.
  • 107 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF February as of Q2 2026.

Based on BFI Wealth Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.