Oliver Lagore Vanvalin Investment Group’s Innovator US Equity Ultra Buffer ETF February UFEB Stock Holding History

Oliver Lagore Vanvalin Investment 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	$233	Hold	7	–	–	﹤0.01%	652
2024 Q3	$228	Hold	7	–	–	﹤0.01%	645
2024 Q2	$222	Hold	7	–	–	﹤0.01%	688
2024 Q1	$216	Hold	7	–	–	﹤0.01%	696
2023 Q4	$206	Hold	7	–	–	﹤0.01%	719
2023 Q3	$193	Sell	7 -11	-61%	-$307	﹤0.01%	808
2023 Q2	$501	Buy	+18	New	+$486	﹤0.01%	717

Other funds holding UFEB

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

PCA

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return

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

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 Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Oliver Lagore Vanvalin Investment Group's UFEB Position: Q4 2024 in Review

Oliver Lagore Vanvalin Investment Group held its Innovator US Equity Ultra Buffer ETF February (UFEB) position steady in Q4 2024 at 7 shares worth $233. The position accounts for ﹤0.01% of the portfolio, ranked #652.

Oliver Lagore Vanvalin Investment Group first reported a position in UFEB in Q2 2023 and has held it in 7 quarters since. The position peaked at $501 in Q2 2023. 60 funds tracked by Wall St. Rank hold UFEB as of Q4 2024.

Oliver Lagore Vanvalin Investment Group held 7 shares of Innovator US Equity Ultra Buffer ETF February worth $233 as of Q4 2024.
Oliver Lagore Vanvalin Investment Group left its Innovator US Equity Ultra Buffer ETF February share count unchanged in Q4 2024.
Innovator US Equity Ultra Buffer ETF February made up ﹤0.01% of Oliver Lagore Vanvalin Investment Group's portfolio in Q4 2024, its #652 holding.
Oliver Lagore Vanvalin Investment Group first reported a position in Innovator US Equity Ultra Buffer ETF February in Q2 2023 and has held it in 7 quarters since.
Oliver Lagore Vanvalin Investment Group's Innovator US Equity Ultra Buffer ETF February position peaked at $501 in Q2 2023.
60 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF February as of Q4 2024.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q4 2024, filed 1 Apr 2025.