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

Financial Network Wealth 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 		$106K Hold
2,925
– – 0.11% 153
2025
Q4 		$108K Hold
2,925
– – 0.11% 157
2025
Q3 		$105K Hold
2,925
– – 0.11% 161
2025
Q2 		$100K Hold
2,925
– – 0.12% 159
2025
Q1 		$94.7K Hold
2,925
– – 0.12% 157
2024
Q4 		$97.3K Sell
2,925
-674
-19% -$22.2K 0.18% 105
2024
Q3 		$117K Hold
3,599
– – 0.1% 176
2024
Q2 		$114K Buy
+3,599
New +$111K 0.09% 200

Other funds holding UFEB

BCM
Brookstone Capital Management Wheaton, Illinois $9.96B 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 $773M 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 $74.1B 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