Focus Partners Wealth
UFEB icon

Focus Partners Wealth’s Innovator US Equity Ultra Buffer ETF February UFEB Stock Holding History

Focus Partners Wealth’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 		$910K Sell
25,056
-13
-0.1% -$480 ﹤0.01% 1668
2025
Q4 		$922K Sell
25,069
-1,426
-5% -$51.6K ﹤0.01% 1669
2025
Q3 		$948K Hold
26,495
– – ﹤0.01% 1306
2025
Q2 		$909K Buy
26,495
+4,225
+19% +$139K ﹤0.01% 1184
2025
Q1 		$721K Buy
+22,270
New +$739K ﹤0.01% 1188

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 $2.03B AUM 23.67% 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

Focus Partners Wealth's UFEB Position: Q1 2026 in Review

Focus Partners Wealth reduced its Innovator US Equity Ultra Buffer ETF February (UFEB) stake by 0.05% in Q1 2026, selling an estimated $480 and leaving 25,056 shares worth $910K. The position accounts for ﹤0.01% of the portfolio, ranked #1668.

Focus Partners Wealth first reported a position in UFEB in Q1 2025 and has held it in 5 quarters since. The position peaked at $948K in Q3 2025. 96 funds tracked by Wall St. Rank hold UFEB as of Q1 2026.

  • Focus Partners Wealth held 25,056 shares of Innovator US Equity Ultra Buffer ETF February worth $910K as of Q1 2026.
  • Focus Partners Wealth sold 13 Innovator US Equity Ultra Buffer ETF February shares in Q1 2026, an estimated $480.
  • Innovator US Equity Ultra Buffer ETF February made up ﹤0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #1668 holding.
  • Focus Partners Wealth first reported a position in Innovator US Equity Ultra Buffer ETF February in Q1 2025 and has held it in 5 quarters since.
  • Focus Partners Wealth's Innovator US Equity Ultra Buffer ETF February position peaked at $948K in Q3 2025.
  • 96 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF February as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.