Sterling Financial Planning’s Innovator US Equity Ultra Buffer ETF February UFEB Stock Holding History

Sterling Financial Planning’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	–	Sell	-5,653	Closed	-$205K	–	124
2026 Q1	$205K	Buy	+5,653	New	+$209K	0.06%	115
2021 Q4	–	Sell	-2,313	Closed	-$64K	–	372
2021 Q3	$64K	Hold	2,313	–	–	0.04%	162
2021 Q2	$63K	Hold	2,313	–	–	0.04%	156
2021 Q1	$62K	Hold	2,313	–	–	0.04%	136
2020 Q4	$60K	Buy	+2,313	New	+$59.1K	0.05%	131

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

Sterling Financial Planning's UFEB Position: Q2 2026 in Review

Sterling Financial Planning sold out of Innovator US Equity Ultra Buffer ETF February (UFEB) in Q2 2026, closing a stake of 5,653 shares — an estimated $205K sold.

Sterling Financial Planning first reported a position in UFEB in Q4 2020 and held it in 5 quarters. The position peaked at $205K in Q1 2026. 104 funds tracked by Wall St. Rank hold UFEB as of Q2 2026.

Sterling Financial Planning reported no remaining Innovator US Equity Ultra Buffer ETF February position as of Q2 2026 after selling out during the quarter.
Sterling Financial Planning sold 5,653 Innovator US Equity Ultra Buffer ETF February shares in Q2 2026, an estimated $205K.
Sterling Financial Planning first reported a position in Innovator US Equity Ultra Buffer ETF February in Q4 2020 and held it in 5 quarters.
Sterling Financial Planning's Innovator US Equity Ultra Buffer ETF February position peaked at $205K in Q1 2026.
104 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF February as of Q2 2026.

Based on Sterling Financial Planning's 13F filing for Q2 2026, filed 11 Aug 2026.