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Pinnacle Wealth Planning Services’s Innovator US Equity Ultra Buffer ETF February UFEB Stock Holding History

Pinnacle Wealth Planning Services’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 		$32.9K Hold
851
– – ﹤0.01% 1539
2026
Q1 		$30.9K Sell
851
-5,961
-88% -$220K ﹤0.01% 1469
2025
Q4 		$251K Hold
6,812
– – 0.03% 388
2025
Q3 		$244K Hold
6,812
– – 0.03% 389
2025
Q2 		$234K Hold
6,812
– – 0.03% 379
2025
Q1 		$221K Buy
+6,812
New +$226K 0.03% 333

Other funds holding UFEB

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
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 23.67% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
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

Pinnacle Wealth Planning Services's UFEB Position: Q2 2026 in Review

Pinnacle Wealth Planning Services held its Innovator US Equity Ultra Buffer ETF February (UFEB) position steady in Q2 2026 at 851 shares worth $32.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1539.

Pinnacle Wealth Planning Services first reported a position in UFEB in Q1 2025 and has held it in 6 quarters since. The position peaked at $251K in Q4 2025. 104 funds tracked by Wall St. Rank hold UFEB as of Q2 2026.

  • Pinnacle Wealth Planning Services held 851 shares of Innovator US Equity Ultra Buffer ETF February worth $32.9K as of Q2 2026.
  • Pinnacle Wealth Planning Services left its Innovator US Equity Ultra Buffer ETF February share count unchanged in Q2 2026.
  • Innovator US Equity Ultra Buffer ETF February made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1539 holding.
  • Pinnacle Wealth Planning Services first reported a position in Innovator US Equity Ultra Buffer ETF February in Q1 2025 and has held it in 6 quarters since.
  • Pinnacle Wealth Planning Services's Innovator US Equity Ultra Buffer ETF February position peaked at $251K in Q4 2025.
  • 104 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF February as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.