CPA
UFEB icon

Clear Point Advisors’s Innovator US Equity Ultra Buffer ETF February UFEB Stock Holding History

Clear Point 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
2024
Q1 		– Sell
-175
Closed -$5.16K – 585
2023
Q4 		$5.16K Buy
+175
New +$4.96K ﹤0.01% 367

Other funds holding UFEB

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
SWA
Stratos Wealth Advisors Beachwood, Ohio $1.63B AUM 16.33% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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
KWM
KFG Wealth Management Granger, Indiana $774M AUM 12.78% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Clear Point Advisors's UFEB Position: Q1 2024 in Review

Clear Point Advisors sold out of Innovator US Equity Ultra Buffer ETF February (UFEB) in Q1 2024, closing a stake of 175 shares — an estimated $5.16K sold.

Clear Point Advisors first reported a position in UFEB in Q4 2023 and held it in 1 quarter. The position peaked at $5.16K in Q4 2023. 56 funds tracked by Wall St. Rank hold UFEB as of Q1 2024.

  • Clear Point Advisors reported no remaining Innovator US Equity Ultra Buffer ETF February position as of Q1 2024 after selling out during the quarter.
  • Clear Point Advisors sold 175 Innovator US Equity Ultra Buffer ETF February shares in Q1 2024, an estimated $5.16K.
  • Clear Point Advisors first reported a position in Innovator US Equity Ultra Buffer ETF February in Q4 2023 and held it in 1 quarter.
  • Clear Point Advisors's Innovator US Equity Ultra Buffer ETF February position peaked at $5.16K in Q4 2023.
  • 56 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF February as of Q1 2024.

Based on Clear Point Advisors's 13F filing for Q1 2024, filed 16 May 2024.