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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$161K Sell
4,425
-1,150
-21% -$42.4K 0.02% 216
2025
Q4
$205K Hold
5,575
0.03% 197
2025
Q3
$200K Hold
5,575
0.03% 195
2025
Q2
$191K Buy
5,575
+3,925
+238% +$129K 0.03% 194
2025
Q1
$53.4K Buy
+1,650
New +$54.7K 0.01% 324

Other funds holding UFEB

Physician Wealth Advisors's UFEB Position: Q1 2026 in Review

Physician Wealth Advisors reduced its Innovator US Equity Ultra Buffer ETF February (UFEB) stake by 21% in Q1 2026, selling an estimated $42.4K and leaving 4,425 shares worth $161K. The position accounts for 0.02% of the portfolio, ranked #216.

Physician Wealth Advisors first reported a position in UFEB in Q1 2025 and has held it in 5 quarters since. The position peaked at $205K in Q4 2025. 96 funds tracked by Wall St. Rank hold UFEB as of Q1 2026.

  • Physician Wealth Advisors held 4,425 shares of Innovator US Equity Ultra Buffer ETF February worth $161K as of Q1 2026.
  • Physician Wealth Advisors sold 1,150 Innovator US Equity Ultra Buffer ETF February shares in Q1 2026, an estimated $42.4K.
  • Innovator US Equity Ultra Buffer ETF February made up 0.02% of Physician Wealth Advisors's portfolio in Q1 2026, its #216 holding.
  • Physician Wealth Advisors first reported a position in Innovator US Equity Ultra Buffer ETF February in Q1 2025 and has held it in 5 quarters since.
  • Physician Wealth Advisors's Innovator US Equity Ultra Buffer ETF February position peaked at $205K in Q4 2025.
  • 96 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF February as of Q1 2026.

Based on Physician Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.