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

DHJJ Financial Advisors’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 		$84.1K Buy
2,318
+1,093
+89% +$40.3K 0.03% 307
2025
Q4 		$45.1K Hold
1,225
– – 0.02% 396
2025
Q3 		$43.8K Hold
1,225
– – 0.01% 384
2025
Q2 		$42K Hold
1,225
– – 0.02% 370
2025
Q1 		$39.7K Sell
1,225
-1,125
-48% -$37.3K 0.02% 342
2024
Q4 		$78.2K Hold
2,350
– – 0.03% 248
2024
Q3 		$76.5K Hold
2,350
– – 0.03% 245
2024
Q2 		$74.4K Hold
2,350
– – 0.03% 233
2024
Q1 		$72.4K Hold
2,350
– – 0.03% 228
2023
Q4 		$69.2K Sell
2,350
-200
-8% -$5.66K 0.03% 223
2023
Q3 		$70.2K Buy
+2,550
New +$71.3K 0.04% 214
2022
Q3 		– Sell
-12,805
Closed -$334K – 132
2022
Q2 		$334K Sell
12,805
-75
-0.6% -$2.02K 0.19% 98
2022
Q1 		$361K Sell
12,880
-725
-5% -$20.2K 0.17% 98
2021
Q4 		$380K Sell
13,605
-485
-3% -$13.5K 0.18% 96
2021
Q3 		$388K Hold
14,090
– – 0.2% 92
2021
Q2 		$386K Sell
14,090
-220
-2% -$5.99K 0.2% 87
2021
Q1 		$385K Buy
14,310
+1,430
+11% +$37.8K 0.22% 78
2020
Q4 		$336K Buy
+12,880
New +$329K 0.21% 75

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

DHJJ Financial Advisors's UFEB Position: Q1 2026 in Review

DHJJ Financial Advisors increased its Innovator US Equity Ultra Buffer ETF February (UFEB) stake by 89% in Q1 2026, buying an estimated $40.3K and bringing the position to 2,318 shares worth $84.1K. The position accounts for 0.03% of the portfolio, ranked #307.

DHJJ Financial Advisors first reported a position in UFEB in Q4 2020 and has held it in 18 quarters since. The position peaked at $388K in Q3 2021. 96 funds tracked by Wall St. Rank hold UFEB as of Q1 2026.

  • DHJJ Financial Advisors held 2,318 shares of Innovator US Equity Ultra Buffer ETF February worth $84.1K as of Q1 2026.
  • DHJJ Financial Advisors bought 1,093 Innovator US Equity Ultra Buffer ETF February shares in Q1 2026, an estimated $40.3K.
  • Innovator US Equity Ultra Buffer ETF February made up 0.03% of DHJJ Financial Advisors's portfolio in Q1 2026, its #307 holding.
  • DHJJ Financial Advisors first reported a position in Innovator US Equity Ultra Buffer ETF February in Q4 2020 and has held it in 18 quarters since.
  • DHJJ Financial Advisors's Innovator US Equity Ultra Buffer ETF February position peaked at $388K in Q3 2021.
  • 96 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF February as of Q1 2026.

Based on DHJJ Financial Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.