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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
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
TPW
Talon Private Wealth The Villages, Florida $753M AUM
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $774M AUM 12.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $1.76B AUM 18.92% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $1.72B AUM 19.92% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return

IHT Wealth Management's UFEB Position: Q1 2026 in Review

IHT Wealth Management increased its Innovator US Equity Ultra Buffer ETF February (UFEB) stake by 56% in Q1 2026, buying an estimated $654K and bringing the position to 49,317 shares worth $1.79M. The position accounts for 0.04% of the portfolio, ranked #405.

IHT Wealth Management first reported a position in UFEB in Q1 2025 and has held it in 4 quarters since. The position peaked at $4.2M in Q1 2025. 96 funds tracked by Wall St. Rank hold UFEB as of Q1 2026.

  • IHT Wealth Management held 49,317 shares of Innovator US Equity Ultra Buffer ETF February worth $1.79M as of Q1 2026.
  • IHT Wealth Management bought 17,734 Innovator US Equity Ultra Buffer ETF February shares in Q1 2026, an estimated $654K.
  • Innovator US Equity Ultra Buffer ETF February made up 0.04% of IHT Wealth Management's portfolio in Q1 2026, its #405 holding.
  • IHT Wealth Management first reported a position in Innovator US Equity Ultra Buffer ETF February in Q1 2025 and has held it in 4 quarters since.
  • IHT Wealth Management's Innovator US Equity Ultra Buffer ETF February position peaked at $4.2M in Q1 2025.
  • 96 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF February as of Q1 2026.

Based on IHT Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.