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

Nations 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
2024
Q4 		– Sell
-16,209
Closed -$527K – 712
2024
Q3 		$527K Sell
16,209
-5
-0% -$160 0.04% 419
2024
Q2 		$513K Sell
16,214
-3,855
-19% -$119K 0.04% 396
2024
Q1 		$618K Buy
+20,069
New +$604K 0.05% 363

Other funds holding UFEB

Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $1.76B AUM 18.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FFG
Fiduciary Financial Group San Rafael, California $882M AUM 23.98% 1-Year Est. Return

Nations Financial Group's UFEB Position: Q4 2024 in Review

Nations Financial Group sold out of Innovator US Equity Ultra Buffer ETF February (UFEB) in Q4 2024, closing a stake of 16,209 shares — an estimated $527K sold.

Nations Financial Group first reported a position in UFEB in Q1 2024 and held it in 3 quarters. The position peaked at $618K in Q1 2024. 60 funds tracked by Wall St. Rank hold UFEB as of Q4 2024.

  • Nations Financial Group reported no remaining Innovator US Equity Ultra Buffer ETF February position as of Q4 2024 after selling out during the quarter.
  • Nations Financial Group sold 16,209 Innovator US Equity Ultra Buffer ETF February shares in Q4 2024, an estimated $527K.
  • Nations Financial Group first reported a position in Innovator US Equity Ultra Buffer ETF February in Q1 2024 and held it in 3 quarters.
  • Nations Financial Group's Innovator US Equity Ultra Buffer ETF February position peaked at $618K in Q1 2024.
  • 60 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF February as of Q4 2024.

Based on Nations Financial Group's 13F filing for Q4 2024, filed 30 Jan 2025.