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Lloyd Advisory Services’s Innovator US Equity Ultra Buffer ETF February UFEB Stock Holding History

Lloyd Advisory Services’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
2022
Q4 		$1.04M Sell
39,528
-141
-0.4% -$3.7K 0.72% 29
2022
Q3 		$1.03M Buy
+39,669
New +$1.05M 0.75% 29

Other funds holding UFEB

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
SIA
Soltis Investment Advisors St. George, Utah $1.59B AUM 23.87% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
SWA
Stratos Wealth Advisors Beachwood, Ohio $1.63B AUM 16.33% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $1.76B AUM 18.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AIA
Alera Investment Advisors Deerfield, Illinois $851M AUM 29.76% 1-Year Est. Return
SAF
Smith Anglin Financial Dallas, Texas $1.1B AUM 14.08% 1-Year Est. Return

Lloyd Advisory Services's UFEB Position: Q4 2022 in Review

Lloyd Advisory Services reduced its Innovator US Equity Ultra Buffer ETF February (UFEB) stake by 0.36% in Q4 2022, selling an estimated $3.7K and leaving 39,528 shares worth $1.04M. The position accounts for 0.72% of the portfolio, ranked #29.

Lloyd Advisory Services first reported a position in UFEB in Q3 2022 and has held it in 2 quarters since. 38 funds tracked by Wall St. Rank hold UFEB as of Q4 2022.

  • Lloyd Advisory Services held 39,528 shares of Innovator US Equity Ultra Buffer ETF February worth $1.04M as of Q4 2022.
  • Lloyd Advisory Services sold 141 Innovator US Equity Ultra Buffer ETF February shares in Q4 2022, an estimated $3.7K.
  • Innovator US Equity Ultra Buffer ETF February made up 0.72% of Lloyd Advisory Services's portfolio in Q4 2022, its #29 holding.
  • Lloyd Advisory Services first reported a position in Innovator US Equity Ultra Buffer ETF February in Q3 2022 and has held it in 2 quarters since.
  • 38 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF February as of Q4 2022.

Based on Lloyd Advisory Services's 13F filing for Q4 2022, filed 27 Jan 2023.