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Capital Investment Advisory Services’s Innovator US Equity Ultra Buffer ETF February UFEB Stock Holding History

Capital Investment Advisory Services’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 		$14.6K Buy
+402
New +$14.8K ﹤0.01% 1026

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 $1.76B AUM 18.92% 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

Capital Investment Advisory Services's UFEB Position: Q1 2026 in Review

Capital Investment Advisory Services opened a new position in Innovator US Equity Ultra Buffer ETF February (UFEB) in Q1 2026: 402 shares worth $14.6K. The stake represents ﹤0.01% of the portfolio and ranks #1026 among its holdings.

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

  • Capital Investment Advisory Services held 402 shares of Innovator US Equity Ultra Buffer ETF February worth $14.6K as of Q1 2026.
  • Innovator US Equity Ultra Buffer ETF February was a new Capital Investment Advisory Services position in Q1 2026.
  • Innovator US Equity Ultra Buffer ETF February made up ﹤0.01% of Capital Investment Advisory Services's portfolio in Q1 2026, its #1026 holding.
  • 96 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF February as of Q1 2026.

Based on Capital Investment Advisory Services's 13F filing for Q1 2026, filed 5 May 2026.