Larson Financial Group’s Innovator US Equity Ultra Buffer ETF February UFEB Stock Holding History

Larson Financial Group’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	$6.9K	Hold	190	–	–	﹤0.01%	2441
2025 Q4	$6.99K	Hold	190	–	–	﹤0.01%	2318
2025 Q3	$6.8K	Hold	190	–	–	﹤0.01%	2222
2025 Q2	$6.52K	Sell	190 -36	-16%	-$1.18K	﹤0.01%	1982
2025 Q1	$7.32K	Hold	226	–	–	﹤0.01%	1753
2024 Q4	$7.52K	Sell	226 -33	-13%	-$1.09K	﹤0.01%	1570
2024 Q3	$8.43K	Hold	259	–	–	﹤0.01%	1546
2024 Q2	$8.2K	Hold	259	–	–	﹤0.01%	1316
2024 Q1	$7.98K	Hold	259	–	–	﹤0.01%	1098
2023 Q4	$7.63K	Hold	259	–	–	﹤0.01%	1087
2023 Q3	$7.13K	Hold	259	–	–	﹤0.01%	1088
2023 Q2	$7.21K	Hold	259	–	–	﹤0.01%	1020
2023 Q1	$6.87K	Buy	259 +83	+47%	+$2.18K	﹤0.01%	1019
2022 Q4	$4.63K	Buy	+176	New	+$4.62K	﹤0.01%	1051

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

PCA

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return

Strategic Blueprint Atlanta, Georgia $1.72B AUM 19.92% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

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

Larson Financial Group's UFEB Position: Q1 2026 in Review

Larson Financial Group held its Innovator US Equity Ultra Buffer ETF February (UFEB) position steady in Q1 2026 at 190 shares worth $6.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2441.

Larson Financial Group first reported a position in UFEB in Q4 2022 and has held it in 14 quarters since. The position peaked at $8.43K in Q3 2024. 96 funds tracked by Wall St. Rank hold UFEB as of Q1 2026.

Larson Financial Group held 190 shares of Innovator US Equity Ultra Buffer ETF February worth $6.9K as of Q1 2026.
Larson Financial Group left its Innovator US Equity Ultra Buffer ETF February share count unchanged in Q1 2026.
Innovator US Equity Ultra Buffer ETF February made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #2441 holding.
Larson Financial Group first reported a position in Innovator US Equity Ultra Buffer ETF February in Q4 2022 and has held it in 14 quarters since.
Larson Financial Group's Innovator US Equity Ultra Buffer ETF February position peaked at $8.43K in Q3 2024.
96 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF February as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.