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

MinichMacGregor Wealth Management’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
2020
Q2 		– Sell
-47,496
Closed -$1.11M – 110
2020
Q1 		$1.11M Buy
+47,496
New +$1.12M 0.99% 25

Other funds holding UFEB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
SIA
Soltis Investment Advisors St. George, Utah $1.59B AUM 23.87% 1-Year Est. Return
AIC
Archer Investment Corporation Carmel, Indiana $469M AUM 19.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
DLHL
Donald L. Hagan LLC Sarasota, Florida $204M AUM 7.4% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
SAG
Spotlight Asset Group Oakbrook Terrace, Illinois $143M AUM 20.66% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

MinichMacGregor Wealth Management's UFEB Position: Q2 2020 in Review

MinichMacGregor Wealth Management sold out of Innovator US Equity Ultra Buffer ETF February (UFEB) in Q2 2020, closing a stake of 47,496 shares — an estimated $1.11M sold.

MinichMacGregor Wealth Management first reported a position in UFEB in Q1 2020 and held it in 1 quarter. The position peaked at $1.11M in Q1 2020. 19 funds tracked by Wall St. Rank hold UFEB as of Q2 2020.

  • MinichMacGregor Wealth Management reported no remaining Innovator US Equity Ultra Buffer ETF February position as of Q2 2020 after selling out during the quarter.
  • MinichMacGregor Wealth Management sold 47,496 Innovator US Equity Ultra Buffer ETF February shares in Q2 2020, an estimated $1.11M.
  • MinichMacGregor Wealth Management first reported a position in Innovator US Equity Ultra Buffer ETF February in Q1 2020 and held it in 1 quarter.
  • MinichMacGregor Wealth Management's Innovator US Equity Ultra Buffer ETF February position peaked at $1.11M in Q1 2020.
  • 19 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF February as of Q2 2020.

Based on MinichMacGregor Wealth Management's 13F filing for Q2 2020, filed 5 Aug 2020.