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

Spire Wealth Management’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	$3.08M	Sell	79,813 -275	-0.3%	-$10.5K	0.09%	196
2026 Q1	$2.91M	Buy	80,088 +46,150	+136%	+$1.7M	0.1%	191
2025 Q4	$1.25M	Sell	33,938 -14,570	-30%	-$527K	0.04%	353
2025 Q3	$1.74M	Sell	48,508 -33,952	-41%	-$1.19M	0.06%	267
2025 Q2	$2.83M	Sell	82,460 -3,260	-4%	-$107K	0.1%	168
2025 Q1	$2.78M	Buy	85,720 +66,185	+339%	+$2.2M	0.09%	219
2024 Q4	$650K	Hold	19,535	–	–	0.02%	496
2024 Q3	$636K	Sell	19,535 -92	-0.5%	-$2.94K	0.02%	467
2024 Q2	$622K	Hold	19,627	–	–	0.02%	440
2024 Q1	$605K	Buy	19,627 +19,082	+3,501%	+$574K	0.01%	479
2023 Q4	$16.1K	Hold	545	–	–	﹤0.01%	1602
2023 Q3	$15K	Hold	545	–	–	﹤0.01%	1607
2023 Q2	$15.2K	Hold	545	–	–	﹤0.01%	1685
2023 Q1	$14.5K	Buy	+545	New	+$14.3K	﹤0.01%	1728

Other funds holding UFEB

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

WIA

World Investment Advisors Santa Barbara, California $6.04B AUM 22.7% 1-Year Est. Return

Spire Wealth Management's UFEB Position: Q2 2026 in Review

Spire Wealth Management reduced its Innovator US Equity Ultra Buffer ETF February (UFEB) stake by 0.34% in Q2 2026, selling an estimated $10.5K and leaving 79,813 shares worth $3.08M. The position accounts for 0.09% of the portfolio, ranked #196.

Spire Wealth Management first reported a position in UFEB in Q1 2023 and has held it in 14 quarters since. 104 funds tracked by Wall St. Rank hold UFEB as of Q2 2026.

Spire Wealth Management held 79,813 shares of Innovator US Equity Ultra Buffer ETF February worth $3.08M as of Q2 2026.
Spire Wealth Management sold 275 Innovator US Equity Ultra Buffer ETF February shares in Q2 2026, an estimated $10.5K.
Innovator US Equity Ultra Buffer ETF February made up 0.09% of Spire Wealth Management's portfolio in Q2 2026, its #196 holding.
Spire Wealth Management first reported a position in Innovator US Equity Ultra Buffer ETF February in Q1 2023 and has held it in 14 quarters since.
104 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF February as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.