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

TopTier 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 		– Sell
-3,097
Closed -$112K – 688
2026
Q1 		$112K Buy
+3,097
New +$114K 0.07% 166

Other funds holding UFEB

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
HighTower Advisors
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
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
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

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

TopTier Wealth Management sold out of Innovator US Equity Ultra Buffer ETF February (UFEB) in Q2 2026, closing a stake of 3,097 shares — an estimated $112K sold.

TopTier Wealth Management first reported a position in UFEB in Q1 2026 and held it in 1 quarter. The position peaked at $112K in Q1 2026. 104 funds tracked by Wall St. Rank hold UFEB as of Q2 2026.

  • TopTier Wealth Management reported no remaining Innovator US Equity Ultra Buffer ETF February position as of Q2 2026 after selling out during the quarter.
  • TopTier Wealth Management sold 3,097 Innovator US Equity Ultra Buffer ETF February shares in Q2 2026, an estimated $112K.
  • TopTier Wealth Management first reported a position in Innovator US Equity Ultra Buffer ETF February in Q1 2026 and held it in 1 quarter.
  • TopTier Wealth Management's Innovator US Equity Ultra Buffer ETF February position peaked at $112K in Q1 2026.
  • 104 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF February as of Q2 2026.

Based on TopTier Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.