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Cornerstone Wealth Group’s Innovator US Equity Ultra Buffer ETF February UFEB Stock Holding History

Cornerstone Wealth Group’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 		$721K Sell
18,662
-34
-0.2% -$1.29K 0.04% 202
2026
Q1 		$704K Buy
18,696
+3,268
+21% +$121K 0.05% 196
2025
Q4 		$568K Sell
15,428
-309
-2% -$11.2K 0.04% 193
2025
Q3 		$563K Hold
15,737
– – 0.04% 188
2025
Q2 		$540K Hold
15,737
– – 0.04% 178
2025
Q1 		$510K Buy
+15,737
New +$522K 0.04% 177

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 $104B AUM 28.3% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.04B AUM 22.7% 1-Year Est. Return

Cornerstone Wealth Group's UFEB Position: Q2 2026 in Review

Cornerstone Wealth Group reduced its Innovator US Equity Ultra Buffer ETF February (UFEB) stake by 0.18% in Q2 2026, selling an estimated $1.29K and leaving 18,662 shares worth $721K. The position accounts for 0.04% of the portfolio, ranked #202.

Cornerstone Wealth Group first reported a position in UFEB in Q1 2025 and has held it in 6 quarters since. 104 funds tracked by Wall St. Rank hold UFEB as of Q2 2026.

  • Cornerstone Wealth Group held 18,662 shares of Innovator US Equity Ultra Buffer ETF February worth $721K as of Q2 2026.
  • Cornerstone Wealth Group sold 34 Innovator US Equity Ultra Buffer ETF February shares in Q2 2026, an estimated $1.29K.
  • Innovator US Equity Ultra Buffer ETF February made up 0.04% of Cornerstone Wealth Group's portfolio in Q2 2026, its #202 holding.
  • Cornerstone Wealth Group first reported a position in Innovator US Equity Ultra Buffer ETF February in Q1 2025 and has held it in 6 quarters since.
  • 104 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF February as of Q2 2026.

Based on Cornerstone Wealth Group's 13F filing for Q2 2026, filed 27 Jul 2026.