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

IFP 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	$66.4K	Buy	1,719 +1,477	+610%	+$56.2K	﹤0.01%	2223
2026 Q1	$8.79K	Sell	242 -100,532	-100%	-$3.71M	﹤0.01%	3211
2025 Q4	$3.71M	Sell	100,774 -45	-0%	-$1.63K	0.08%	261
2025 Q3	$3.61M	Buy	100,819 +2,139	+2%	+$74.9K	0.09%	232
2025 Q2	$3.39M	Buy	+98,680	New	+$3.24M	0.1%	230
2023 Q1	–	Sell	-10,219	Closed	-$253K	–	4378
2022 Q4	$253K	Hold	10,219	–	–	0.01%	1233
2022 Q3	$253K	Hold	10,219	–	–	0.01%	1282
2022 Q2	$253K	Hold	10,219	–	–	0.01%	1166
2022 Q1	$253K	Buy	10,219 +1,733	+20%	+$48.2K	0.01%	1166
2021 Q4	$237K	Sell	8,486 -6,595	-44%	-$184K	﹤0.01%	875
2021 Q3	$416K	Hold	15,081	–	–	0.01%	646
2021 Q2	$414K	Hold	15,081	–	–	0.01%	611
2021 Q1	$406K	Buy	+15,081	New	+$399K	0.01%	588

Other funds holding UFEB

BCM

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

PCA

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

FFG

Fiduciary Financial Group San Rafael, California $882M AUM 23.98% 1-Year Est. Return

Lantz Financial Naperville, Illinois $546M AUM 23.57% 1-Year Est. Return

CFCI

Comprehensive Financial Consultants Institutional Bloomington, Indiana $378M AUM 23.74% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CRWM

Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return

Sonoma Allocations Santa Rosa, California $322M AUM 23.6% 1-Year Est. Return

IFP Advisors's UFEB Position: Q2 2026 in Review

IFP Advisors increased its Innovator US Equity Ultra Buffer ETF February (UFEB) stake by 610% in Q2 2026, buying an estimated $56.2K and bringing the position to 1,719 shares worth $66.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2223.

IFP Advisors first reported a position in UFEB in Q1 2021 and has held it in 13 quarters since. The position peaked at $3.71M in Q4 2025. 18 funds tracked by Wall St. Rank hold UFEB as of Q2 2026.

IFP Advisors held 1,719 shares of Innovator US Equity Ultra Buffer ETF February worth $66.4K as of Q2 2026.
IFP Advisors bought 1,477 Innovator US Equity Ultra Buffer ETF February shares in Q2 2026, an estimated $56.2K.
Innovator US Equity Ultra Buffer ETF February made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #2223 holding.
IFP Advisors first reported a position in Innovator US Equity Ultra Buffer ETF February in Q1 2021 and has held it in 13 quarters since.
IFP Advisors's Innovator US Equity Ultra Buffer ETF February position peaked at $3.71M in Q4 2025.
18 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF February as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.