Morgan Stanley’s Innovator US Equity Ultra Buffer ETF February UFEB Stock Holding History

Morgan Stanley’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	$86.5K	Buy	2,237 +471	+27%	+$17.9K	﹤0.01%	6320
2026 Q1	$64.1K	Hold	1,766	–	–	﹤0.01%	6321
2025 Q4	$65K	Buy	1,766 +1,032	+141%	+$37.3K	﹤0.01%	6357
2025 Q3	$26.3K	Buy	734 +262	+56%	+$9.18K	﹤0.01%	6605
2025 Q2	$16.2K	Hold	472	–	–	﹤0.01%	6711
2025 Q1	$15.3K	Hold	472	–	–	﹤0.01%	6656
2024 Q4	$15.7K	Hold	472	–	–	﹤0.01%	6647
2024 Q3	$15.4K	Buy	+472	New	+$15.1K	﹤0.01%	6584
2021 Q1	–	Sell	-1,500	Closed	-$39K	–	7568
2020 Q4	$39K	Buy	+1,500	New	+$38.3K	﹤0.01%	6233

Other funds holding UFEB

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

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

Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

WIA

World Investment Advisors Santa Barbara, California $6.04B AUM 22.7% 1-Year Est. Return

Morgan Stanley's UFEB Position: Q2 2026 in Review

Morgan Stanley increased its Innovator US Equity Ultra Buffer ETF February (UFEB) stake by 27% in Q2 2026, buying an estimated $17.9K and bringing the position to 2,237 shares worth $86.5K. The position accounts for ﹤0.01% of the portfolio, ranked #6320.

Morgan Stanley first reported a position in UFEB in Q4 2020 and has held it in 9 quarters since. 104 funds tracked by Wall St. Rank hold UFEB as of Q2 2026.

Morgan Stanley held 2,237 shares of Innovator US Equity Ultra Buffer ETF February worth $86.5K as of Q2 2026.
Morgan Stanley bought 471 Innovator US Equity Ultra Buffer ETF February shares in Q2 2026, an estimated $17.9K.
Innovator US Equity Ultra Buffer ETF February made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #6320 holding.
Morgan Stanley first reported a position in Innovator US Equity Ultra Buffer ETF February in Q4 2020 and has held it in 9 quarters since.
104 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF February as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.