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

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Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Truist Financial

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Prosperity Capital Advisors Westlake, Ohio $1.76B AUM 18.92% 1-Year Est. Return

KFG Wealth Management Granger, Indiana $774M AUM 12.78% 1-Year Est. Return

HighTower Advisors

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Alera Investment Advisors Deerfield, Illinois $851M AUM 29.76% 1-Year Est. Return