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Stone House Investment Management’s Innovator US Equity Ultra Buffer ETF February UFEB Stock Holding History

Stone House Investment 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
2023
Q2 		– Sell
-1,900
Closed -$50.4K – 361
2023
Q1 		$50.4K Sell
1,900
-10,108
-84% -$265K 0.02% 91
2022
Q4 		$316K Sell
12,008
-1,511
-11% -$39.7K 0.11% 39
2022
Q3 		$350K Buy
+13,519
New +$359K 0.16% 29

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 $1.63B AUM 16.33% 1-Year Est. Return
DIM
Delta Investment Management San Francisco, California $559M AUM 19.86% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 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
AIA
Alera Investment Advisors Deerfield, Illinois $851M AUM 29.76% 1-Year Est. Return

Stone House Investment Management's UFEB Position: Q2 2023 in Review

Stone House Investment Management sold out of Innovator US Equity Ultra Buffer ETF February (UFEB) in Q2 2023, closing a stake of 1,900 shares — an estimated $50.4K sold.

Stone House Investment Management first reported a position in UFEB in Q3 2022 and held it in 3 quarters. The position peaked at $350K in Q3 2022. 44 funds tracked by Wall St. Rank hold UFEB as of Q2 2023.

  • Stone House Investment Management reported no remaining Innovator US Equity Ultra Buffer ETF February position as of Q2 2023 after selling out during the quarter.
  • Stone House Investment Management sold 1,900 Innovator US Equity Ultra Buffer ETF February shares in Q2 2023, an estimated $50.4K.
  • Stone House Investment Management first reported a position in Innovator US Equity Ultra Buffer ETF February in Q3 2022 and held it in 3 quarters.
  • Stone House Investment Management's Innovator US Equity Ultra Buffer ETF February position peaked at $350K in Q3 2022.
  • 44 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF February as of Q2 2023.

Based on Stone House Investment Management's 13F filing for Q2 2023, filed 11 Aug 2023.