Comprehensive Financial Consultants Institutional’s Innovator US Equity Ultra Buffer ETF February UFEB Stock Holding History

Comprehensive Financial Consultants Institutional’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	$896K	Sell	23,174 -2,036	-8%	-$77.5K	0.24%	106
2026 Q1	$915K	Buy	25,210 +1,704	+7%	+$62.9K	0.27%	104
2025 Q4	$865K	Hold	23,506	–	–	0.26%	101
2025 Q3	$841K	Hold	23,506	–	–	0.26%	103
2025 Q2	$807K	Sell	23,506 -16	-0.1%	-$526	0.26%	110
2025 Q1	$762K	Buy	+23,522	New	+$780K	0.27%	106
2023 Q3	–	Sell	-20,933	Closed	-$587K	–	167
2023 Q2	$587K	Hold	20,933	–	–	0.31%	105
2023 Q1	$556K	Hold	20,933	–	–	0.31%	104
2022 Q4	$551K	Hold	20,933	–	–	0.33%	105
2022 Q3	$545K	Buy	20,933 +3,530	+20%	+$93.8K	0.36%	98
2022 Q2	$455K	Hold	17,403	–	–	0.32%	107
2022 Q1	$469K	Buy	17,403 +7,228	+71%	+$201K	0.33%	103
2021 Q4	$282K	Buy	+10,175	New	+$283K	0.18%	125

Other funds holding UFEB

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

FFG

Fiduciary Financial Group San Rafael, California $882M AUM 23.98% 1-Year Est. Return

Lantz Financial Naperville, Illinois $546M AUM 23.57% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CRWM

Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return

Sonoma Allocations Santa Rosa, California $322M AUM 23.6% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

Comprehensive Financial Consultants Institutional's UFEB Position: Q2 2026 in Review

Comprehensive Financial Consultants Institutional reduced its Innovator US Equity Ultra Buffer ETF February (UFEB) stake by 8.1% in Q2 2026, selling an estimated $77.5K and leaving 23,174 shares worth $896K. The position accounts for 0.24% of the portfolio, ranked #106.

Comprehensive Financial Consultants Institutional first reported a position in UFEB in Q4 2021 and has held it in 13 quarters since. The position peaked at $915K in Q1 2026. 15 funds tracked by Wall St. Rank hold UFEB as of Q2 2026.

Comprehensive Financial Consultants Institutional held 23,174 shares of Innovator US Equity Ultra Buffer ETF February worth $896K as of Q2 2026.
Comprehensive Financial Consultants Institutional sold 2,036 Innovator US Equity Ultra Buffer ETF February shares in Q2 2026, an estimated $77.5K.
Innovator US Equity Ultra Buffer ETF February made up 0.24% of Comprehensive Financial Consultants Institutional's portfolio in Q2 2026, its #106 holding.
Comprehensive Financial Consultants Institutional first reported a position in Innovator US Equity Ultra Buffer ETF February in Q4 2021 and has held it in 13 quarters since.
Comprehensive Financial Consultants Institutional's Innovator US Equity Ultra Buffer ETF February position peaked at $915K in Q1 2026.
15 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF February as of Q2 2026.

Based on Comprehensive Financial Consultants Institutional's 13F filing for Q2 2026, filed 15 Jul 2026.