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

Physician Wealth 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 Q2	$171K	Hold	4,425	–	–	0.02%	235
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

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

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 23.67% 1-Year Est. Return

Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return

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

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

WIA

World Investment Advisors Santa Barbara, California $6.04B AUM 22.7% 1-Year Est. Return

Physician Wealth Advisors's UFEB Position: Q2 2026 in Review

Physician Wealth Advisors held its Innovator US Equity Ultra Buffer ETF February (UFEB) position steady in Q2 2026 at 4,425 shares worth $171K. The position accounts for 0.02% of the portfolio, ranked #235.

Physician Wealth Advisors first reported a position in UFEB in Q1 2025 and has held it in 6 quarters since. The position peaked at $205K in Q4 2025. 104 funds tracked by Wall St. Rank hold UFEB as of Q2 2026.

Physician Wealth Advisors held 4,425 shares of Innovator US Equity Ultra Buffer ETF February worth $171K as of Q2 2026.
Physician Wealth Advisors left its Innovator US Equity Ultra Buffer ETF February share count unchanged in Q2 2026.
Innovator US Equity Ultra Buffer ETF February made up 0.02% of Physician Wealth Advisors's portfolio in Q2 2026, its #235 holding.
Physician Wealth Advisors first reported a position in Innovator US Equity Ultra Buffer ETF February in Q1 2025 and has held it in 6 quarters since.
Physician Wealth Advisors's Innovator US Equity Ultra Buffer ETF February position peaked at $205K in Q4 2025.
104 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF February as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.