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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
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

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

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

IMG Wealth Management increased its Innovator US Equity Ultra Buffer ETF February (UFEB) stake by 7.1% in Q1 2026, buying an estimated $37.5K and bringing the position to 15,404 shares worth $559K. The position accounts for 0.36% of the portfolio, ranked #40.

IMG Wealth Management first reported a position in UFEB in Q4 2024 and has held it in 6 quarters since. 96 funds tracked by Wall St. Rank hold UFEB as of Q1 2026.

  • IMG Wealth Management held 15,404 shares of Innovator US Equity Ultra Buffer ETF February worth $559K as of Q1 2026.
  • IMG Wealth Management bought 1,016 Innovator US Equity Ultra Buffer ETF February shares in Q1 2026, an estimated $37.5K.
  • Innovator US Equity Ultra Buffer ETF February made up 0.36% of IMG Wealth Management's portfolio in Q1 2026, its #40 holding.
  • IMG Wealth Management first reported a position in Innovator US Equity Ultra Buffer ETF February in Q4 2024 and has held it in 6 quarters since.
  • 96 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF February as of Q1 2026.

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