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Kistler-Tiffany Companies’s Innovator US Equity Ultra Buffer ETF February UFEB Stock Holding History

Kistler-Tiffany Companies’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
2023
Q2 		$82.7K Hold
2,970
– – 0.01% 425
2023
Q1 		$78.8K Buy
+2,970
New +$77.9K 0.02% 381

Other funds holding UFEB

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
SWA
Stratos Wealth Advisors Beachwood, Ohio $1.63B AUM 16.33% 1-Year Est. Return
DIM
Delta Investment Management San Francisco, California $559M AUM 19.86% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AIA
Alera Investment Advisors Deerfield, Illinois $851M AUM 29.76% 1-Year Est. Return

Kistler-Tiffany Companies's UFEB Position: Q2 2023 in Review

Kistler-Tiffany Companies held its Innovator US Equity Ultra Buffer ETF February (UFEB) position steady in Q2 2023 at 2,970 shares worth $82.7K. The position accounts for 0.01% of the portfolio, ranked #425.

Kistler-Tiffany Companies first reported a position in UFEB in Q1 2023 and has held it in 2 quarters since. 44 funds tracked by Wall St. Rank hold UFEB as of Q2 2023.

  • Kistler-Tiffany Companies held 2,970 shares of Innovator US Equity Ultra Buffer ETF February worth $82.7K as of Q2 2023.
  • Kistler-Tiffany Companies left its Innovator US Equity Ultra Buffer ETF February share count unchanged in Q2 2023.
  • Innovator US Equity Ultra Buffer ETF February made up 0.01% of Kistler-Tiffany Companies's portfolio in Q2 2023, its #425 holding.
  • Kistler-Tiffany Companies first reported a position in Innovator US Equity Ultra Buffer ETF February in Q1 2023 and has held it in 2 quarters since.
  • 44 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF February as of Q2 2023.

Based on Kistler-Tiffany Companies's 13F filing for Q2 2023, filed 1 Aug 2023.