Crosspoint Financial’s Innovator US Equity Ultra Buffer ETF February UFEB Stock Holding History

Crosspoint Financial’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	$930K	Sell	24,069 -2,000	-8%	-$76.1K	2.13%	12
2026 Q1	$946K	Sell	26,069 -3,522	-12%	-$130K	2.38%	10
2025 Q4	$1.09M	Sell	29,591 -1,550	-5%	-$56K	2.56%	10
2025 Q3	$1.11M	Hold	31,141	–	–	2.74%	9
2025 Q2	$1.07M	Hold	31,141	–	–	2.86%	8
2025 Q1	$1.01M	Buy	+31,141	New	+$1.03M	2.92%	8

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

Crosspoint Financial's UFEB Position: Q2 2026 in Review

Crosspoint Financial reduced its Innovator US Equity Ultra Buffer ETF February (UFEB) stake by 7.7% in Q2 2026, selling an estimated $76.1K and leaving 24,069 shares worth $930K. The position accounts for 2.13% of the portfolio, ranked #12.

Crosspoint Financial first reported a position in UFEB in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.11M in Q3 2025. 104 funds tracked by Wall St. Rank hold UFEB as of Q2 2026.

Crosspoint Financial held 24,069 shares of Innovator US Equity Ultra Buffer ETF February worth $930K as of Q2 2026.
Crosspoint Financial sold 2,000 Innovator US Equity Ultra Buffer ETF February shares in Q2 2026, an estimated $76.1K.
Innovator US Equity Ultra Buffer ETF February made up 2.13% of Crosspoint Financial's portfolio in Q2 2026, its #12 holding.
Crosspoint Financial first reported a position in Innovator US Equity Ultra Buffer ETF February in Q1 2025 and has held it in 6 quarters since.
Crosspoint Financial's Innovator US Equity Ultra Buffer ETF February position peaked at $1.11M in Q3 2025.
104 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF February as of Q2 2026.

Based on Crosspoint Financial's 13F filing for Q2 2026, filed 7 Aug 2026.