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Steward Partners Investment Advisory’s Innovator US Equity Ultra Buffer ETF February UFEB Stock Holding History

Steward Partners Investment Advisory’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
Q1 		$28.1K Hold
774
– – ﹤0.01% 3082
2025
Q4 		$28.5K Sell
774
-6,000
-89% -$217K ﹤0.01% 2977
2025
Q3 		$242K Buy
6,774
+6,000
+775% +$210K ﹤0.01% 1771
2025
Q2 		$26.6K Hold
774
– – ﹤0.01% 2785
2025
Q1 		$25.1K Hold
774
– – ﹤0.01% 2698
2024
Q4 		$25.8K Buy
774
+64
+9% +$2.11K ﹤0.01% 2664
2024
Q3 		$23.1K Hold
710
– – ﹤0.01% 2599
2024
Q2 		$22.5K Hold
710
– – ﹤0.01% 2476
2024
Q1 		$21.9K Buy
+710
New +$21.4K ﹤0.01% 2488

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 $886M AUM 15.98% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return

Steward Partners Investment Advisory's UFEB Position: Q1 2026 in Review

Steward Partners Investment Advisory held its Innovator US Equity Ultra Buffer ETF February (UFEB) position steady in Q1 2026 at 774 shares worth $28.1K. The position accounts for ﹤0.01% of the portfolio, ranked #3082.

Steward Partners Investment Advisory first reported a position in UFEB in Q1 2024 and has held it in 9 quarters since. The position peaked at $242K in Q3 2025. 96 funds tracked by Wall St. Rank hold UFEB as of Q1 2026.

  • Steward Partners Investment Advisory held 774 shares of Innovator US Equity Ultra Buffer ETF February worth $28.1K as of Q1 2026.
  • Steward Partners Investment Advisory left its Innovator US Equity Ultra Buffer ETF February share count unchanged in Q1 2026.
  • Innovator US Equity Ultra Buffer ETF February made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #3082 holding.
  • Steward Partners Investment Advisory first reported a position in Innovator US Equity Ultra Buffer ETF February in Q1 2024 and has held it in 9 quarters since.
  • Steward Partners Investment Advisory's Innovator US Equity Ultra Buffer ETF February position peaked at $242K in Q3 2025.
  • 96 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF February as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.