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Mutual Advisors’s Innovator US Equity Ultra Buffer ETF February UFEB Stock Holding History

Mutual Advisors’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
Q1 		$976K Sell
26,875
-9,700
-27% -$358K 0.02% 612
2025
Q4 		$1.35M Sell
36,575
-858
-2% -$31K 0.03% 474
2025
Q3 		$1.35M Sell
37,433
-2,000
-5% -$70K 0.03% 476
2025
Q2 		$1.37M Sell
39,433
-817
-2% -$26.9K 0.03% 408
2025
Q1 		$1.3M Buy
+40,250
New +$1.34M 0.04% 382

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 $753M AUM
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $1.72B AUM 19.92% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return

Mutual Advisors's UFEB Position: Q1 2026 in Review

Mutual Advisors reduced its Innovator US Equity Ultra Buffer ETF February (UFEB) stake by 27% in Q1 2026, selling an estimated $358K and leaving 26,875 shares worth $976K. The position accounts for 0.02% of the portfolio, ranked #612.

Mutual Advisors first reported a position in UFEB in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.37M in Q2 2025. 96 funds tracked by Wall St. Rank hold UFEB as of Q1 2026.

  • Mutual Advisors held 26,875 shares of Innovator US Equity Ultra Buffer ETF February worth $976K as of Q1 2026.
  • Mutual Advisors sold 9,700 Innovator US Equity Ultra Buffer ETF February shares in Q1 2026, an estimated $358K.
  • Innovator US Equity Ultra Buffer ETF February made up 0.02% of Mutual Advisors's portfolio in Q1 2026, its #612 holding.
  • Mutual Advisors first reported a position in Innovator US Equity Ultra Buffer ETF February in Q1 2025 and has held it in 5 quarters since.
  • Mutual Advisors's Innovator US Equity Ultra Buffer ETF February position peaked at $1.37M in Q2 2025.
  • 96 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF February as of Q1 2026.

Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.