Blue Bell Private Wealth Management’s Innovator US Equity Ultra Buffer ETF February UFEB Stock Holding History

Blue Bell Private Wealth Management’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
2021 Q3	–	Sell	-1,075	Closed	-$29K	–	187
2021 Q2	$29K	Hold	1,075	–	–	0.01%	125
2021 Q1	$29K	Buy	+1,075	New	+$28.4K	0.01%	124

Other funds holding UFEB

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

OMC

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

AIC

Archer Investment Corporation Carmel, Indiana $469M AUM 19.1% 1-Year Est. Return

AIA

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

MWM

Maltin Wealth Management Ridgewood, New Jersey $262M AUM 19.65% 1-Year Est. Return

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Blue Bell Private Wealth Management's UFEB Position: Q3 2021 in Review

Blue Bell Private Wealth Management sold out of Innovator US Equity Ultra Buffer ETF February (UFEB) in Q3 2021, closing a stake of 1,075 shares — an estimated $29K sold.

Blue Bell Private Wealth Management first reported a position in UFEB in Q1 2021 and held it in 2 quarters. The position peaked at $29K in Q2 2021. 26 funds tracked by Wall St. Rank hold UFEB as of Q3 2021.

Blue Bell Private Wealth Management reported no remaining Innovator US Equity Ultra Buffer ETF February position as of Q3 2021 after selling out during the quarter.
Blue Bell Private Wealth Management sold 1,075 Innovator US Equity Ultra Buffer ETF February shares in Q3 2021, an estimated $29K.
Blue Bell Private Wealth Management first reported a position in Innovator US Equity Ultra Buffer ETF February in Q1 2021 and held it in 2 quarters.
Blue Bell Private Wealth Management's Innovator US Equity Ultra Buffer ETF February position peaked at $29K in Q2 2021.
26 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF February as of Q3 2021.

Based on Blue Bell Private Wealth Management's 13F filing for Q3 2021, filed 10 Nov 2021.