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

Todd 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
Q3 		$316K Hold
8,000
– – 0.24% 81
2026
Q2 		$309K Hold
8,000
– – 0.23% 79
2026
Q1 		$290K Buy
+8,000
New +$295K 0.26% 77

Other funds holding UFEB

KFG Wealth Management
KFG Wealth Management Granger, Indiana $922M AUM 10.87% 1-Year Est. Return
Prosperity Capital Advisors
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return
Strategic Blueprint
Strategic Blueprint Atlanta, Georgia $2.04B AUM 19.27% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
CVA
Central Valley Advisors Sacramento, California $372M AUM 14.86% 1-Year Est. Return
Spire Wealth Management
Spire Wealth Management Mclean, Virginia $3.27B AUM 30.11% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Todd Wealth Management's UFEB Position: Q3 2026 in Review

Todd Wealth Management held its Innovator US Equity Ultra Buffer ETF February (UFEB) position steady in Q3 2026 at 8,000 shares worth $316K. The position accounts for 0.24% of the portfolio, ranked #81.

Todd Wealth Management first reported a position in UFEB in Q1 2026 and has held it in 3 quarters since. 53 funds tracked by Wall St. Rank hold UFEB as of Q3 2026.

  • Todd Wealth Management held 8,000 shares of Innovator US Equity Ultra Buffer ETF February worth $316K as of Q3 2026.
  • Todd Wealth Management left its Innovator US Equity Ultra Buffer ETF February share count unchanged in Q3 2026.
  • Innovator US Equity Ultra Buffer ETF February made up 0.24% of Todd Wealth Management's portfolio in Q3 2026, its #81 holding.
  • Todd Wealth Management first reported a position in Innovator US Equity Ultra Buffer ETF February in Q1 2026 and has held it in 3 quarters since.
  • 53 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF February as of Q3 2026.

Based on Todd Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.