Creative Planning
UFEB icon

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
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
TPW
Talon Private Wealth The Villages, Florida $753M AUM
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $774M AUM 12.78% 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
SB
Strategic Blueprint Atlanta, Georgia $1.72B AUM 19.92% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return

Creative Planning's UFEB Position: Q1 2026 in Review

Creative Planning opened a new position in Innovator US Equity Ultra Buffer ETF February (UFEB) in Q1 2026: 24,657 shares worth $895K. The stake represents ﹤0.01% of the portfolio and ranks #2550 among its holdings. This is a return to the name: Creative Planning previously reported a position in UFEB as recently as Q4 2024.

Creative Planning first reported a position in UFEB in Q3 2023 and has held it in 6 quarters since. 96 funds tracked by Wall St. Rank hold UFEB as of Q1 2026.

  • Creative Planning held 24,657 shares of Innovator US Equity Ultra Buffer ETF February worth $895K as of Q1 2026.
  • Innovator US Equity Ultra Buffer ETF February was a new Creative Planning position in Q1 2026.
  • Innovator US Equity Ultra Buffer ETF February made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2550 holding.
  • Creative Planning first reported a position in Innovator US Equity Ultra Buffer ETF February in Q3 2023 and has held it in 6 quarters since.
  • 96 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF February as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.