Founders Financial Securities’s Innovator US Equity Ultra Buffer ETF February UFEB Stock Holding History

Founders Financial Securities’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	$1M	Sell	25,983 -663	-2%	-$25.2K	0.05%	301
2026 Q1	$986K	Sell	26,646 -995	-4%	-$36.7K	0.06%	294
2025 Q4	$1.02M	Sell	27,641 -3,707	-12%	-$134K	0.06%	277
2025 Q3	$1.12M	Sell	31,348 -2,277	-7%	-$79.7K	0.08%	238
2025 Q2	$1.15M	Buy	33,625 +1,524	+5%	+$50.1K	0.09%	216
2025 Q1	$1.04M	Buy	+32,101	New	+$1.06M	0.09%	211

Other funds holding UFEB

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

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

Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

WIA

World Investment Advisors Santa Barbara, California $6.04B AUM 22.7% 1-Year Est. Return

Founders Financial Securities's UFEB Position: Q2 2026 in Review

Founders Financial Securities reduced its Innovator US Equity Ultra Buffer ETF February (UFEB) stake by 2.5% in Q2 2026, selling an estimated $25.2K and leaving 25,983 shares worth $1M. The position accounts for 0.05% of the portfolio, ranked #301.

Founders Financial Securities first reported a position in UFEB in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.15M in Q2 2025. 104 funds tracked by Wall St. Rank hold UFEB as of Q2 2026.

Founders Financial Securities held 25,983 shares of Innovator US Equity Ultra Buffer ETF February worth $1M as of Q2 2026.
Founders Financial Securities sold 663 Innovator US Equity Ultra Buffer ETF February shares in Q2 2026, an estimated $25.2K.
Innovator US Equity Ultra Buffer ETF February made up 0.05% of Founders Financial Securities's portfolio in Q2 2026, its #301 holding.
Founders Financial Securities first reported a position in Innovator US Equity Ultra Buffer ETF February in Q1 2025 and has held it in 6 quarters since.
Founders Financial Securities's Innovator US Equity Ultra Buffer ETF February position peaked at $1.15M in Q2 2025.
104 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF February as of Q2 2026.

Based on Founders Financial Securities's 13F filing for Q2 2026, filed 31 Jul 2026.