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Maia Wealth’s Innovator US Equity Ultra Buffer ETF February UFEB Stock Holding History

Maia Wealth’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 		$319K Hold
8,255
– – 0.05% 288
2026
Q1 		$300K Hold
8,255
– – 0.05% 290
2025
Q4 		$305K Hold
8,255
– – 0.05% 280
2025
Q3 		$299K Sell
8,255
-3,752
-31% -$131K 0.05% 278
2025
Q2 		$412K Sell
12,007
-97
-0.8% -$3.19K 0.08% 218
2025
Q1 		$386K Buy
+12,104
New +$402K 0.09% 197

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

Maia Wealth's UFEB Position: Q2 2026 in Review

Maia Wealth held its Innovator US Equity Ultra Buffer ETF February (UFEB) position steady in Q2 2026 at 8,255 shares worth $319K. The position accounts for 0.05% of the portfolio, ranked #288.

Maia Wealth first reported a position in UFEB in Q1 2025 and has held it in 6 quarters since. The position peaked at $412K in Q2 2025. 106 funds tracked by Wall St. Rank hold UFEB as of Q2 2026.

  • Maia Wealth held 8,255 shares of Innovator US Equity Ultra Buffer ETF February worth $319K as of Q2 2026.
  • Maia Wealth left its Innovator US Equity Ultra Buffer ETF February share count unchanged in Q2 2026.
  • Innovator US Equity Ultra Buffer ETF February made up 0.05% of Maia Wealth's portfolio in Q2 2026, its #288 holding.
  • Maia Wealth first reported a position in Innovator US Equity Ultra Buffer ETF February in Q1 2025 and has held it in 6 quarters since.
  • Maia Wealth's Innovator US Equity Ultra Buffer ETF February position peaked at $412K in Q2 2025.
  • 106 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF February as of Q2 2026.

Based on Maia Wealth's 13F filing for Q2 2026, filed 28 Jul 2026.