SAF
UFEB icon

Smith Anglin Financial’s Innovator US Equity Ultra Buffer ETF February UFEB Stock Holding History

Smith Anglin Financial’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
2023
Q1 		– Sell
-35,633
Closed -$938K – 178
2022
Q4 		$938K Buy
+35,633
New +$936K 0.18% 57

Other funds holding UFEB

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
SWA
Stratos Wealth Advisors Beachwood, Ohio $1.82B AUM 21.76% 1-Year Est. Return
DIM
Delta Investment Management San Francisco, California $608M AUM 25.3% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Smith Anglin Financial's UFEB Position: Q1 2023 in Review

Smith Anglin Financial sold out of Innovator US Equity Ultra Buffer ETF February (UFEB) in Q1 2023, closing a stake of 35,633 shares — an estimated $938K sold.

Smith Anglin Financial first reported a position in UFEB in Q4 2022 and held it in 1 quarter. The position peaked at $938K in Q4 2022. 51 funds tracked by Wall St. Rank hold UFEB as of Q1 2023.

  • Smith Anglin Financial reported no remaining Innovator US Equity Ultra Buffer ETF February position as of Q1 2023 after selling out during the quarter.
  • Smith Anglin Financial sold 35,633 Innovator US Equity Ultra Buffer ETF February shares in Q1 2023, an estimated $938K.
  • Smith Anglin Financial first reported a position in Innovator US Equity Ultra Buffer ETF February in Q4 2022 and held it in 1 quarter.
  • Smith Anglin Financial's Innovator US Equity Ultra Buffer ETF February position peaked at $938K in Q4 2022.
  • 51 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF February as of Q1 2023.

Based on Smith Anglin Financial's 13F filing for Q1 2023, filed 11 Apr 2023.