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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
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
TPW
Talon Private Wealth The Villages, Florida $753M AUM
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $774M AUM 12.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $1.72B AUM 19.92% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return

Pinnacle Wealth Planning Services's UFEB Position: Q1 2026 in Review

Pinnacle Wealth Planning Services reduced its Innovator US Equity Ultra Buffer ETF February (UFEB) stake by 88% in Q1 2026, selling an estimated $220K and leaving 851 shares worth $30.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1469.

Pinnacle Wealth Planning Services first reported a position in UFEB in Q1 2025 and has held it in 5 quarters since. The position peaked at $251K in Q4 2025. 96 funds tracked by Wall St. Rank hold UFEB as of Q1 2026.

  • Pinnacle Wealth Planning Services held 851 shares of Innovator US Equity Ultra Buffer ETF February worth $30.9K as of Q1 2026.
  • Pinnacle Wealth Planning Services sold 5,961 Innovator US Equity Ultra Buffer ETF February shares in Q1 2026, an estimated $220K.
  • Innovator US Equity Ultra Buffer ETF February made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1469 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 5 quarters since.
  • Pinnacle Wealth Planning Services's Innovator US Equity Ultra Buffer ETF February position peaked at $251K in Q4 2025.
  • 96 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF February as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.