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Vantage Point Financial’s Innovator US Equity Ultra Buffer ETF February UFEB Stock Holding History

Vantage Point Financial’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 		$289K Sell
7,481
-120
-2% -$4.57K 0.09% 147
2026
Q1 		$276K Hold
7,601
– – 0.1% 136
2025
Q4 		$280K Sell
7,601
-666
-8% -$24.1K 0.1% 130
2025
Q3 		$296K Sell
8,267
-85
-1% -$2.98K 0.11% 119
2025
Q2 		$287K Sell
8,352
-448
-5% -$14.7K 0.13% 112
2025
Q1 		$285K Buy
8,800
+1,438
+20% +$47.7K 0.14% 99
2024
Q4 		$245K Buy
+7,362
New +$242K 0.13% 105

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

Vantage Point Financial's UFEB Position: Q2 2026 in Review

Vantage Point Financial reduced its Innovator US Equity Ultra Buffer ETF February (UFEB) stake by 1.6% in Q2 2026, selling an estimated $4.57K and leaving 7,481 shares worth $289K. The position accounts for 0.09% of the portfolio, ranked #147.

Vantage Point Financial first reported a position in UFEB in Q4 2024 and has held it in 7 quarters since. The position peaked at $296K in Q3 2025. 104 funds tracked by Wall St. Rank hold UFEB as of Q2 2026.

  • Vantage Point Financial held 7,481 shares of Innovator US Equity Ultra Buffer ETF February worth $289K as of Q2 2026.
  • Vantage Point Financial sold 120 Innovator US Equity Ultra Buffer ETF February shares in Q2 2026, an estimated $4.57K.
  • Innovator US Equity Ultra Buffer ETF February made up 0.09% of Vantage Point Financial's portfolio in Q2 2026, its #147 holding.
  • Vantage Point Financial first reported a position in Innovator US Equity Ultra Buffer ETF February in Q4 2024 and has held it in 7 quarters since.
  • Vantage Point Financial's Innovator US Equity Ultra Buffer ETF February position peaked at $296K in Q3 2025.
  • 104 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF February as of Q2 2026.

Based on Vantage Point Financial's 13F filing for Q2 2026, filed 14 Aug 2026.