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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
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
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

Crosspoint Financial's UFEB Position: Q1 2026 in Review

Crosspoint Financial reduced its Innovator US Equity Ultra Buffer ETF February (UFEB) stake by 12% in Q1 2026, selling an estimated $130K and leaving 26,069 shares worth $946K. The position accounts for 2.38% of the portfolio, ranked #10.

Crosspoint Financial first reported a position in UFEB in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.11M in Q3 2025. 96 funds tracked by Wall St. Rank hold UFEB as of Q1 2026.

  • Crosspoint Financial held 26,069 shares of Innovator US Equity Ultra Buffer ETF February worth $946K as of Q1 2026.
  • Crosspoint Financial sold 3,522 Innovator US Equity Ultra Buffer ETF February shares in Q1 2026, an estimated $130K.
  • Innovator US Equity Ultra Buffer ETF February made up 2.38% of Crosspoint Financial's portfolio in Q1 2026, its #10 holding.
  • Crosspoint Financial first reported a position in Innovator US Equity Ultra Buffer ETF February in Q1 2025 and has held it in 5 quarters since.
  • Crosspoint Financial's Innovator US Equity Ultra Buffer ETF February position peaked at $1.11M in Q3 2025.
  • 96 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF February as of Q1 2026.

Based on Crosspoint Financial's 13F filing for Q1 2026, filed 13 May 2026.