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Evolution Wealth Management’s Innovator US Equity Ultra Buffer ETF February UFEB Stock Holding History

Evolution Wealth Management’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 		$92.8K Hold
2,400
– – 0.05% 216
2026
Q1 		$87.1K Sell
2,400
-15,702
-87% -$579K 0.06% 189
2025
Q4 		$666K Hold
18,102
– – 0.55% 36
2025
Q3 		$648K Hold
18,102
– – 0.66% 33
2025
Q2 		$621K Buy
+18,102
New +$595K 0.77% 25

Other funds holding UFEB

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
HighTower Advisors
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
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
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

Evolution Wealth Management's UFEB Position: Q2 2026 in Review

Evolution Wealth Management held its Innovator US Equity Ultra Buffer ETF February (UFEB) position steady in Q2 2026 at 2,400 shares worth $92.8K. The position accounts for 0.05% of the portfolio, ranked #216.

Evolution Wealth Management first reported a position in UFEB in Q2 2025 and has held it in 5 quarters since. The position peaked at $666K in Q4 2025. 104 funds tracked by Wall St. Rank hold UFEB as of Q2 2026.

  • Evolution Wealth Management held 2,400 shares of Innovator US Equity Ultra Buffer ETF February worth $92.8K as of Q2 2026.
  • Evolution Wealth Management left its Innovator US Equity Ultra Buffer ETF February share count unchanged in Q2 2026.
  • Innovator US Equity Ultra Buffer ETF February made up 0.05% of Evolution Wealth Management's portfolio in Q2 2026, its #216 holding.
  • Evolution Wealth Management first reported a position in Innovator US Equity Ultra Buffer ETF February in Q2 2025 and has held it in 5 quarters since.
  • Evolution Wealth Management's Innovator US Equity Ultra Buffer ETF February position peaked at $666K in Q4 2025.
  • 104 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF February as of Q2 2026.

Based on Evolution Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.