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Foundations Investment Advisors’s Innovator US Equity Ultra Buffer ETF February UFEB Stock Holding History

Foundations Investment 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
Q2 		$745K Buy
19,266
+159
+0.8% +$6.05K 0.01% 649
2026
Q1 		$694K Buy
19,107
+664
+4% +$24.5K 0.01% 623
2025
Q4 		$678K Buy
18,443
+7,141
+63% +$258K 0.01% 612
2025
Q3 		$404K Buy
+11,302
New +$396K 0.01% 729
2024
Q1 		– Sell
-7,129
Closed -$213K – 755
2023
Q4 		$213K Sell
7,129
-1,120
-14% -$31.7K 0.01% 633
2023
Q3 		$227K Buy
+8,249
New +$231K 0.01% 577

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 15.9% 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 22.9% 1-Year Est. Return

Foundations Investment Advisors's UFEB Position: Q2 2026 in Review

Foundations Investment Advisors increased its Innovator US Equity Ultra Buffer ETF February (UFEB) stake by 0.83% in Q2 2026, buying an estimated $6.05K and bringing the position to 19,266 shares worth $745K. The position accounts for 0.01% of the portfolio, ranked #649.

Foundations Investment Advisors first reported a position in UFEB in Q3 2023 and has held it in 6 quarters since. 107 funds tracked by Wall St. Rank hold UFEB as of Q2 2026.

  • Foundations Investment Advisors held 19,266 shares of Innovator US Equity Ultra Buffer ETF February worth $745K as of Q2 2026.
  • Foundations Investment Advisors bought 159 Innovator US Equity Ultra Buffer ETF February shares in Q2 2026, an estimated $6.05K.
  • Innovator US Equity Ultra Buffer ETF February made up 0.01% of Foundations Investment Advisors's portfolio in Q2 2026, its #649 holding.
  • Foundations Investment Advisors first reported a position in Innovator US Equity Ultra Buffer ETF February in Q3 2023 and has held it in 6 quarters since.
  • 107 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF February as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.