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

IMG 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 Q3	$898K	Buy	22,722 +7,345	+48%	+$288K	0.46%	29
2026 Q2	$594K	Sell	15,377 -27	-0.2%	-$1.03K	0.33%	45
2026 Q1	$559K	Buy	15,404 +1,016	+7%	+$37.5K	0.36%	40
2025 Q4	$529K	Sell	14,388 -22	-0.2%	-$795	0.34%	45
2025 Q3	$516K	Hold	14,410	–	–	0.35%	38
2025 Q2	$494K	Buy	14,410 +1,443	+11%	+$47.4K	0.38%	36
2025 Q1	$420K	Buy	12,967 +795	+7%	+$26.4K	0.38%	34
2024 Q4	$405K	Buy	+12,172	New	+$401K	0.37%	35

Other funds holding UFEB

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

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 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 19.27% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $32.8B AUM 18.62% 1-Year Est. Return

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

IMG Wealth Management's UFEB Position: Q3 2026 in Review

IMG Wealth Management increased its Innovator US Equity Ultra Buffer ETF February (UFEB) stake by 48% in Q3 2026, buying an estimated $288K and bringing the position to 22,722 shares worth $898K. The position accounts for 0.46% of the portfolio, ranked #29.

IMG Wealth Management first reported a position in UFEB in Q4 2024 and has held it in 8 quarters since. 87 funds tracked by Wall St. Rank hold UFEB as of Q3 2026.

IMG Wealth Management held 22,722 shares of Innovator US Equity Ultra Buffer ETF February worth $898K as of Q3 2026.
IMG Wealth Management bought 7,345 Innovator US Equity Ultra Buffer ETF February shares in Q3 2026, an estimated $288K.
Innovator US Equity Ultra Buffer ETF February made up 0.46% of IMG Wealth Management's portfolio in Q3 2026, its #29 holding.
IMG Wealth Management first reported a position in Innovator US Equity Ultra Buffer ETF February in Q4 2024 and has held it in 8 quarters since.
87 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF February as of Q3 2026.

Based on IMG Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.