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

Financial Life Planners’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 		– Sell
-966
Closed -$35.1K – 364
2026
Q1 		$35.1K Buy
+966
New +$35.6K 0.03% 140
2025
Q4 		– Sell
-1,096
Closed -$39.2K – 306
2025
Q3 		$39.2K Buy
+1,096
New +$38.4K 0.03% 140

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 $855M AUM
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

Financial Life Planners's UFEB Position: Q2 2026 in Review

Financial Life Planners sold out of Innovator US Equity Ultra Buffer ETF February (UFEB) in Q2 2026, closing a stake of 966 shares — an estimated $35.1K sold.

Financial Life Planners first reported a position in UFEB in Q3 2025 and held it in 2 quarters. The position peaked at $39.2K in Q3 2025. 106 funds tracked by Wall St. Rank hold UFEB as of Q2 2026.

  • Financial Life Planners reported no remaining Innovator US Equity Ultra Buffer ETF February position as of Q2 2026 after selling out during the quarter.
  • Financial Life Planners sold 966 Innovator US Equity Ultra Buffer ETF February shares in Q2 2026, an estimated $35.1K.
  • Financial Life Planners first reported a position in Innovator US Equity Ultra Buffer ETF February in Q3 2025 and held it in 2 quarters.
  • Financial Life Planners's Innovator US Equity Ultra Buffer ETF February position peaked at $39.2K in Q3 2025.
  • 106 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF February as of Q2 2026.

Based on Financial Life Planners's 13F filing for Q2 2026, filed 21 Jul 2026.