Institutional & Family Asset Management’s Innovator US Equity Ultra Buffer ETF February UFEB Stock Holding History

Institutional & Family Asset 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
2021 Q4	–	Sell	-550	Closed	-$15K	–	933
2021 Q3	$15K	Hold	550	–	–	﹤0.01%	495
2021 Q2	$15K	Buy	+550	New	+$15K	﹤0.01%	528

Other funds holding UFEB

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

AIA

Alera Investment Advisors Deerfield, Illinois $851M AUM 29.76% 1-Year Est. Return

AIC

Archer Investment Corporation Carmel, Indiana $469M AUM 19.1% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

DFA

DHJJ Financial Advisors Naperville, Illinois $302M AUM 16.88% 1-Year Est. Return

WKSWA

White Knight Strategic Wealth Advisors Princeton, New Jersey $119M AUM 24.94% 1-Year Est. Return

CFCI

Comprehensive Financial Consultants Institutional Bloomington, Indiana $378M AUM 23.74% 1-Year Est. Return

Institutional & Family Asset Management's UFEB Position: Q4 2021 in Review

Institutional & Family Asset Management sold out of Innovator US Equity Ultra Buffer ETF February (UFEB) in Q4 2021, closing a stake of 550 shares — an estimated $15K sold.

Institutional & Family Asset Management first reported a position in UFEB in Q2 2021 and held it in 2 quarters. The position peaked at $15K in Q3 2021. 26 funds tracked by Wall St. Rank hold UFEB as of Q4 2021.

Institutional & Family Asset Management reported no remaining Innovator US Equity Ultra Buffer ETF February position as of Q4 2021 after selling out during the quarter.
Institutional & Family Asset Management sold 550 Innovator US Equity Ultra Buffer ETF February shares in Q4 2021, an estimated $15K.
Institutional & Family Asset Management first reported a position in Innovator US Equity Ultra Buffer ETF February in Q2 2021 and held it in 2 quarters.
Institutional & Family Asset Management's Innovator US Equity Ultra Buffer ETF February position peaked at $15K in Q3 2021.
26 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF February as of Q4 2021.

Based on Institutional & Family Asset Management's 13F filing for Q4 2021, filed 14 Feb 2022.