Riverpoint Wealth Management Holdings’s Innovator US Equity Ultra Buffer ETF February UFEB Stock Holding History

Riverpoint Wealth Management Holdings’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	$363K	Sell	9,397 -1,579	-14%	-$60.1K	0.07%	51
2026 Q1	$398K	Sell	10,976 -566	-5%	-$20.9K	0.08%	47
2025 Q4	$425K	Hold	11,542	–	–	0.09%	47
2025 Q3	$413K	Buy	+11,542	New	+$404K	0.09%	49
2025 Q2	–	Sell	-11,542	Closed	-$374K	–	57
2025 Q1	$374K	Buy	+11,542	New	+$383K	0.1%	47

Other funds holding UFEB

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

CVA

Central Valley Advisors Sacramento, California $390M AUM 20.62% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Riverpoint Wealth Management Holdings's UFEB Position: Q2 2026 in Review

Riverpoint Wealth Management Holdings reduced its Innovator US Equity Ultra Buffer ETF February (UFEB) stake by 14% in Q2 2026, selling an estimated $60.1K and leaving 9,397 shares worth $363K. The position accounts for 0.07% of the portfolio, ranked #51.

Riverpoint Wealth Management Holdings first reported a position in UFEB in Q1 2025 and has held it in 5 quarters since. The position peaked at $425K in Q4 2025. 43 funds tracked by Wall St. Rank hold UFEB as of Q2 2026.

Riverpoint Wealth Management Holdings held 9,397 shares of Innovator US Equity Ultra Buffer ETF February worth $363K as of Q2 2026.
Riverpoint Wealth Management Holdings sold 1,579 Innovator US Equity Ultra Buffer ETF February shares in Q2 2026, an estimated $60.1K.
Innovator US Equity Ultra Buffer ETF February made up 0.07% of Riverpoint Wealth Management Holdings's portfolio in Q2 2026, its #51 holding.
Riverpoint Wealth Management Holdings first reported a position in Innovator US Equity Ultra Buffer ETF February in Q1 2025 and has held it in 5 quarters since.
Riverpoint Wealth Management Holdings's Innovator US Equity Ultra Buffer ETF February position peaked at $425K in Q4 2025.
43 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF February as of Q2 2026.

Based on Riverpoint Wealth Management Holdings's 13F filing for Q2 2026, filed 27 Jul 2026.