OCFG
UFEB icon

O'Connor Financial Group’s Innovator US Equity Ultra Buffer ETF February UFEB Stock Holding History

O'Connor 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
2025
Q4 		– Sell
-8,126
Closed -$291K – 64
2025
Q3 		$291K Hold
8,126
– – 0.12% 53
2025
Q2 		$280K Sell
8,126
-587
-7% -$19.3K 0.12% 52
2025
Q1 		$282K Buy
+8,713
New +$289K 0.15% 43

Other funds holding UFEB

HighTower Advisors
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 15.9% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.04B AUM 22.7% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

O'Connor Financial Group's UFEB Position: Q4 2025 in Review

O'Connor Financial Group sold out of Innovator US Equity Ultra Buffer ETF February (UFEB) in Q4 2025, closing a stake of 8,126 shares — an estimated $291K sold.

O'Connor Financial Group first reported a position in UFEB in Q1 2025 and held it in 3 quarters. The position peaked at $291K in Q3 2025. 87 funds tracked by Wall St. Rank hold UFEB as of Q4 2025.

  • O'Connor Financial Group reported no remaining Innovator US Equity Ultra Buffer ETF February position as of Q4 2025 after selling out during the quarter.
  • O'Connor Financial Group sold 8,126 Innovator US Equity Ultra Buffer ETF February shares in Q4 2025, an estimated $291K.
  • O'Connor Financial Group first reported a position in Innovator US Equity Ultra Buffer ETF February in Q1 2025 and held it in 3 quarters.
  • O'Connor Financial Group's Innovator US Equity Ultra Buffer ETF February position peaked at $291K in Q3 2025.
  • 87 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF February as of Q4 2025.

Based on O'Connor Financial Group's 13F filing for Q4 2025, filed 26 Jan 2026.