UBS Group
KFEB

UBS Group’s Innovator U.S. Small Cap Power Buffer ETF - February KFEB Stock Holding History

UBS Group’s Portfolio KFEB Stock Details KFEB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-181
Closed -$4.93K – 11509
2025
Q4 		$4.93K Sell
181
-213
-54% -$5.78K ﹤0.01% 8761
2025
Q3 		$10.5K Buy
+394
New +$10.2K ﹤0.01% 8534

Other funds holding KFEB

PCS
Personal CFO Solutions Chester, New Jersey $712M AUM 25.3% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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

UBS Group's KFEB Position: Q1 2026 in Review

UBS Group sold out of Innovator U.S. Small Cap Power Buffer ETF - February (KFEB) in Q1 2026, closing a stake of 181 shares — an estimated $4.93K sold.

UBS Group first reported a position in KFEB in Q3 2025 and held it in 2 quarters. The position peaked at $10.5K in Q3 2025. 53 funds tracked by Wall St. Rank hold KFEB as of Q1 2026.

  • UBS Group reported no remaining Innovator U.S. Small Cap Power Buffer ETF - February position as of Q1 2026 after selling out during the quarter.
  • UBS Group sold 181 Innovator U.S. Small Cap Power Buffer ETF - February shares in Q1 2026, an estimated $4.93K.
  • UBS Group first reported a position in Innovator U.S. Small Cap Power Buffer ETF - February in Q3 2025 and held it in 2 quarters.
  • UBS Group's Innovator U.S. Small Cap Power Buffer ETF - February position peaked at $10.5K in Q3 2025.
  • 53 funds tracked by Wall St. Rank held Innovator U.S. Small Cap Power Buffer ETF - February as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.