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Central Valley Advisors’s Innovator US Equity Ultra Buffer ETF February UFEB Stock Holding History

Central Valley Advisors’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 		$2.43M Buy
66,922
+9,543
+17% +$352K 0.66% 43
2025
Q4 		$2.11M Sell
57,379
-28
-0% -$1.01K 0.63% 45
2025
Q3 		$2.05M Sell
57,407
-218
-0.4% -$7.63K 0.64% 45
2025
Q2 		$1.98M Sell
57,625
-2,533
-4% -$83.3K 0.67% 42
2025
Q1 		$1.95M Buy
60,158
+50,164
+502% +$1.66M 0.74% 39
2024
Q4 		$333K Sell
9,994
-1,006
-9% -$33.1K 0.15% 106
2024
Q3 		$358K Hold
11,000
– – 0.2% 88
2024
Q2 		$412K Hold
11,000
– – 0.18% 78
2024
Q1 		$339K Buy
+11,000
New +$331K 0.18% 105

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

Central Valley Advisors's UFEB Position: Q1 2026 in Review

Central Valley Advisors increased its Innovator US Equity Ultra Buffer ETF February (UFEB) stake by 17% in Q1 2026, buying an estimated $352K and bringing the position to 66,922 shares worth $2.43M. The position accounts for 0.66% of the portfolio, ranked #43.

Central Valley Advisors first reported a position in UFEB in Q1 2024 and has held it in 9 quarters since. 96 funds tracked by Wall St. Rank hold UFEB as of Q1 2026.

  • Central Valley Advisors held 66,922 shares of Innovator US Equity Ultra Buffer ETF February worth $2.43M as of Q1 2026.
  • Central Valley Advisors bought 9,543 Innovator US Equity Ultra Buffer ETF February shares in Q1 2026, an estimated $352K.
  • Innovator US Equity Ultra Buffer ETF February made up 0.66% of Central Valley Advisors's portfolio in Q1 2026, its #43 holding.
  • Central Valley Advisors first reported a position in Innovator US Equity Ultra Buffer ETF February in Q1 2024 and has held it in 9 quarters since.
  • 96 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF February as of Q1 2026.

Based on Central Valley Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.