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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
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 $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 $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 $74.2B 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

Foundations Investment Advisors's UFEB Position: Q1 2026 in Review

Foundations Investment Advisors increased its Innovator US Equity Ultra Buffer ETF February (UFEB) stake by 3.6% in Q1 2026, buying an estimated $24.5K and bringing the position to 19,107 shares worth $694K. The position accounts for 0.01% of the portfolio, ranked #623.

Foundations Investment Advisors first reported a position in UFEB in Q3 2023 and has held it in 5 quarters since. 96 funds tracked by Wall St. Rank hold UFEB as of Q1 2026.

  • Foundations Investment Advisors held 19,107 shares of Innovator US Equity Ultra Buffer ETF February worth $694K as of Q1 2026.
  • Foundations Investment Advisors bought 664 Innovator US Equity Ultra Buffer ETF February shares in Q1 2026, an estimated $24.5K.
  • Innovator US Equity Ultra Buffer ETF February made up 0.01% of Foundations Investment Advisors's portfolio in Q1 2026, its #623 holding.
  • Foundations Investment Advisors first reported a position in Innovator US Equity Ultra Buffer ETF February in Q3 2023 and has held it in 5 quarters since.
  • 96 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF February as of Q1 2026.

Based on Foundations Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.