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Kovack Advisors’s Innovator US Equity Ultra Buffer ETF February UFEB Stock Holding History

Kovack Advisors’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
Q2 		$209K Buy
+5,397
New +$205K 0.01% 978
2026
Q1 		– Sell
-5,626
Closed -$207K – 1105
2025
Q4 		$207K Buy
+5,626
New +$203K 0.01% 932

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 $855M AUM
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Kovack Advisors's UFEB Position: Q2 2026 in Review

Kovack Advisors opened a new position in Innovator US Equity Ultra Buffer ETF February (UFEB) in Q2 2026: 5,397 shares worth $209K. The stake represents 0.01% of the portfolio and ranks #978 among its holdings. This is a return to the name: Kovack Advisors previously reported a position in UFEB as recently as Q4 2025.

Kovack Advisors first reported a position in UFEB in Q4 2025 and has held it in 2 quarters since. 106 funds tracked by Wall St. Rank hold UFEB as of Q2 2026.

  • Kovack Advisors held 5,397 shares of Innovator US Equity Ultra Buffer ETF February worth $209K as of Q2 2026.
  • Innovator US Equity Ultra Buffer ETF February was a new Kovack Advisors position in Q2 2026.
  • Innovator US Equity Ultra Buffer ETF February made up 0.01% of Kovack Advisors's portfolio in Q2 2026, its #978 holding.
  • Kovack Advisors first reported a position in Innovator US Equity Ultra Buffer ETF February in Q4 2025 and has held it in 2 quarters since.
  • 106 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF February as of Q2 2026.

Based on Kovack Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.