Creative Planning’s Innovator US Equity Ultra Buffer ETF February UFEB Stock Holding History

Creative Planning’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	$551K	Sell	14,251 -10,406	-42%	-$396K	﹤0.01%	3118
2026 Q1	$895K	Buy	+24,657	New	+$910K	﹤0.01%	2550
2025 Q1	–	Sell	-6,264	Closed	-$208K	–	3728
2024 Q4	$208K	Hold	6,264	–	–	﹤0.01%	2949
2024 Q3	$204K	Buy	+6,264	New	+$200K	﹤0.01%	2821
2024 Q2	–	Sell	-7,340	Closed	-$226K	–	3175
2024 Q1	$226K	Sell	7,340 -3,230	-31%	-$97.2K	﹤0.01%	2485
2023 Q4	$311K	Buy	10,570 +7,600	+256%	+$215K	﹤0.01%	2063
2023 Q3	$81.7K	Buy	+2,970	New	+$83K	﹤0.01%	2417

Other funds holding UFEB

BCM

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

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

Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Creative Planning's UFEB Position: Q2 2026 in Review

Creative Planning reduced its Innovator US Equity Ultra Buffer ETF February (UFEB) stake by 42% in Q2 2026, selling an estimated $396K and leaving 14,251 shares worth $551K. The position accounts for ﹤0.01% of the portfolio, ranked #3118.

Creative Planning first reported a position in UFEB in Q3 2023 and has held it in 7 quarters since. The position peaked at $895K in Q1 2026. 104 funds tracked by Wall St. Rank hold UFEB as of Q2 2026.

Creative Planning held 14,251 shares of Innovator US Equity Ultra Buffer ETF February worth $551K as of Q2 2026.
Creative Planning sold 10,406 Innovator US Equity Ultra Buffer ETF February shares in Q2 2026, an estimated $396K.
Innovator US Equity Ultra Buffer ETF February made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3118 holding.
Creative Planning first reported a position in Innovator US Equity Ultra Buffer ETF February in Q3 2023 and has held it in 7 quarters since.
Creative Planning's Innovator US Equity Ultra Buffer ETF February position peaked at $895K in Q1 2026.
104 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF February as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.