IHT Wealth Management’s Innovator US Equity Ultra Buffer ETF February UFEB Stock Holding History

IHT Wealth Management’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	$622K	Sell	16,091 -33,226	-67%	-$1.26M	0.01%	763
2026 Q1	$1.79M	Buy	49,317 +17,734	+56%	+$654K	0.04%	405
2025 Q4	$1.18M	Buy	+31,583	New	+$1.14M	0.03%	496
2025 Q3	–	Sell	-105,473	Closed	-$3.62M	–	1225
2025 Q2	$3.62M	Sell	105,473 -23,348	-18%	-$767K	0.1%	192
2025 Q1	$4.2M	Buy	+128,821	New	+$4.27M	0.13%	156

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

IHT Wealth Management's UFEB Position: Q2 2026 in Review

IHT Wealth Management reduced its Innovator US Equity Ultra Buffer ETF February (UFEB) stake by 67% in Q2 2026, selling an estimated $1.26M and leaving 16,091 shares worth $622K. The position accounts for 0.01% of the portfolio, ranked #763.

IHT Wealth Management first reported a position in UFEB in Q1 2025 and has held it in 5 quarters since. The position peaked at $4.2M in Q1 2025. 104 funds tracked by Wall St. Rank hold UFEB as of Q2 2026.

IHT Wealth Management held 16,091 shares of Innovator US Equity Ultra Buffer ETF February worth $622K as of Q2 2026.
IHT Wealth Management sold 33,226 Innovator US Equity Ultra Buffer ETF February shares in Q2 2026, an estimated $1.26M.
Innovator US Equity Ultra Buffer ETF February made up 0.01% of IHT Wealth Management's portfolio in Q2 2026, its #763 holding.
IHT Wealth Management first reported a position in Innovator US Equity Ultra Buffer ETF February in Q1 2025 and has held it in 5 quarters since.
IHT Wealth Management's Innovator US Equity Ultra Buffer ETF February position peaked at $4.2M in Q1 2025.
104 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF February as of Q2 2026.

Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.