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 Q3	$8.81K	Sell	223 -1,496	-87%	-$58.6K	﹤0.01%	3473
2026 Q2	$66.4K	Buy	1,719 +1,477	+610%	+$56.2K	﹤0.01%	2223
2026 Q1	$8.78K	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%	1232
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

KFG Wealth Management Granger, Indiana $922M AUM 10.87% 1-Year Est. Return

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return

Strategic Blueprint Atlanta, Georgia $2.04B AUM 19.28% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return

Lantz Financial Naperville, Illinois $549M AUM 18.02% 1-Year Est. Return

Comprehensive Financial Consultants Institutional Bloomington, Indiana $371M AUM 19.45% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.38% 1-Year Est. Return

IFP Advisors's UFEB Position: Q3 2026 in Review

IFP Advisors reduced its Innovator US Equity Ultra Buffer ETF February (UFEB) stake by 87% in Q3 2026, selling an estimated $58.6K and leaving 223 shares worth $8.81K. The position accounts for ﹤0.01% of the portfolio, ranked #3473.

IFP Advisors first reported a position in UFEB in Q1 2021 and has held it in 14 quarters since. The position peaked at $3.71M in Q4 2025. 25 funds tracked by Wall St. Rank hold UFEB as of Q3 2026.

IFP Advisors held 223 shares of Innovator US Equity Ultra Buffer ETF February worth $8.81K as of Q3 2026.
IFP Advisors sold 1,496 Innovator US Equity Ultra Buffer ETF February shares in Q3 2026, an estimated $58.6K.
Innovator US Equity Ultra Buffer ETF February made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #3473 holding.
IFP Advisors first reported a position in Innovator US Equity Ultra Buffer ETF February in Q1 2021 and has held it in 14 quarters since.
IFP Advisors's Innovator US Equity Ultra Buffer ETF February position peaked at $3.71M in Q4 2025.
25 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF February as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.