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

IFS 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
2023
Q1 		– Sell
-1,130
Closed -$29.7K – 132
2022
Q4 		$29.7K Buy
+1,130
New +$29.7K 0.05% 31

Other funds holding UFEB

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
SWA
Stratos Wealth Advisors Beachwood, Ohio $1.82B AUM 21.76% 1-Year Est. Return
DIM
Delta Investment Management San Francisco, California $608M AUM 25.3% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

IFS Advisors's UFEB Position: Q1 2023 in Review

IFS Advisors sold out of Innovator US Equity Ultra Buffer ETF February (UFEB) in Q1 2023, closing a stake of 1,130 shares — an estimated $29.7K sold.

IFS Advisors first reported a position in UFEB in Q4 2022 and held it in 1 quarter. The position peaked at $29.7K in Q4 2022. 51 funds tracked by Wall St. Rank hold UFEB as of Q1 2023.

  • IFS Advisors reported no remaining Innovator US Equity Ultra Buffer ETF February position as of Q1 2023 after selling out during the quarter.
  • IFS Advisors sold 1,130 Innovator US Equity Ultra Buffer ETF February shares in Q1 2023, an estimated $29.7K.
  • IFS Advisors first reported a position in Innovator US Equity Ultra Buffer ETF February in Q4 2022 and held it in 1 quarter.
  • IFS Advisors's Innovator US Equity Ultra Buffer ETF February position peaked at $29.7K in Q4 2022.
  • 51 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF February as of Q1 2023.

Based on IFS Advisors's 13F filing for Q1 2023, filed 2 May 2023.