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Sigma Planning Corp’s Innovator US Equity Ultra Buffer ETF February UFEB Stock Holding History

Sigma Planning Corp’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
2025
Q2 		– Sell
-38,325
Closed -$1.24M – 1336
2025
Q1 		$1.24M Buy
+38,325
New +$1.27M 0.04% 415
2024
Q2 		– Sell
-28,638
Closed -$882K – 1269
2024
Q1 		$882K Buy
+28,638
New +$862K 0.03% 541

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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $1.76B AUM 18.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Sigma Planning Corp's UFEB Position: Q2 2025 in Review

Sigma Planning Corp sold out of Innovator US Equity Ultra Buffer ETF February (UFEB) in Q2 2025, closing a stake of 38,325 shares — an estimated $1.24M sold.

Sigma Planning Corp first reported a position in UFEB in Q1 2024 and held it in 2 quarters. The position peaked at $1.24M in Q1 2025. 91 funds tracked by Wall St. Rank hold UFEB as of Q2 2025.

  • Sigma Planning Corp reported no remaining Innovator US Equity Ultra Buffer ETF February position as of Q2 2025 after selling out during the quarter.
  • Sigma Planning Corp sold 38,325 Innovator US Equity Ultra Buffer ETF February shares in Q2 2025, an estimated $1.24M.
  • Sigma Planning Corp first reported a position in Innovator US Equity Ultra Buffer ETF February in Q1 2024 and held it in 2 quarters.
  • Sigma Planning Corp's Innovator US Equity Ultra Buffer ETF February position peaked at $1.24M in Q1 2025.
  • 91 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF February as of Q2 2025.

Based on Sigma Planning Corp's 13F filing for Q2 2025, filed 5 Aug 2025.