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

Merit 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
Q2 		$342K Sell
8,848
-190
-2% -$7.23K ﹤0.01% 1734
2026
Q1 		$328K Buy
9,038
+1,721
+24% +$63.5K ﹤0.01% 1601
2025
Q4 		$269K Buy
+7,317
New +$265K ﹤0.01% 1624

Other funds holding UFEB

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
FFG
Fiduciary Financial Group San Rafael, California $882M AUM 23.98% 1-Year Est. Return
LF
Lantz Financial Naperville, Illinois $546M AUM 23.57% 1-Year Est. Return
CFCI
Comprehensive Financial Consultants Institutional Bloomington, Indiana $378M AUM 23.74% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return
SA
Sonoma Allocations Santa Rosa, California $322M AUM 23.6% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

Merit Financial Group's UFEB Position: Q2 2026 in Review

Merit Financial Group reduced its Innovator US Equity Ultra Buffer ETF February (UFEB) stake by 2.1% in Q2 2026, selling an estimated $7.23K and leaving 8,848 shares worth $342K. The position accounts for ﹤0.01% of the portfolio, ranked #1734.

Merit Financial Group first reported a position in UFEB in Q4 2025 and has held it in 3 quarters since. 15 funds tracked by Wall St. Rank hold UFEB as of Q2 2026.

  • Merit Financial Group held 8,848 shares of Innovator US Equity Ultra Buffer ETF February worth $342K as of Q2 2026.
  • Merit Financial Group sold 190 Innovator US Equity Ultra Buffer ETF February shares in Q2 2026, an estimated $7.23K.
  • Innovator US Equity Ultra Buffer ETF February made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1734 holding.
  • Merit Financial Group first reported a position in Innovator US Equity Ultra Buffer ETF February in Q4 2025 and has held it in 3 quarters since.
  • 15 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF February as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.