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COMPASS FINANCIAL MANAGEMENT LLC’s Innovator US Equity Ultra Buffer ETF February UFEB Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’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 		$5.02K Buy
+130
New +$4.95K ﹤0.01% 1185

Other funds holding UFEB

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's UFEB Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in Innovator US Equity Ultra Buffer ETF February (UFEB) in Q2 2026: 130 shares worth $5.02K. The stake represents ﹤0.01% of the portfolio and ranks #1185 among its holdings.

83 funds tracked by Wall St. Rank hold UFEB as of Q2 2026.

  • COMPASS FINANCIAL MANAGEMENT LLC held 130 shares of Innovator US Equity Ultra Buffer ETF February worth $5.02K as of Q2 2026.
  • Innovator US Equity Ultra Buffer ETF February was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
  • Innovator US Equity Ultra Buffer ETF February made up ﹤0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #1185 holding.
  • 83 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF February as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.