Wealth Enhancement Advisory Services’s Innovator US Equity Ultra Buffer ETF February UFEB Stock Holding History

Wealth Enhancement Advisory Services’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	$787K	Hold	20,250	–	–	﹤0.01%	2271
2026 Q1	$738K	Sell	20,250 -4,690	-19%	-$173K	﹤0.01%	2027
2025 Q4	$921K	Hold	24,940	–	–	﹤0.01%	2017
2025 Q3	$893K	Hold	24,940	–	–	﹤0.01%	1941
2025 Q2	$860K	Sell	24,940 -16,728	-40%	-$550K	﹤0.01%	1845
2025 Q1	$1.35M	Buy	41,668 +18,753	+82%	+$622K	﹤0.01%	1449
2024 Q4	$762K	Sell	22,915 -1,025	-4%	-$33.8K	﹤0.01%	1699
2024 Q3	$779K	Hold	23,940	–	–	﹤0.01%	1543
2024 Q2	$758K	Hold	23,940	–	–	﹤0.01%	1400
2024 Q1	$737K	Buy	23,940 +2,116	+10%	+$63.7K	﹤0.01%	1370
2023 Q4	$643K	Sell	21,824 -7,936	-27%	-$225K	﹤0.01%	1364
2023 Q3	$819K	Buy	+29,760	New	+$832K	﹤0.01%	1184

Other funds holding UFEB

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

FFG

Fiduciary Financial Group San Rafael, California $882M AUM 23.98% 1-Year Est. Return

Lantz Financial Naperville, Illinois $546M AUM 23.57% 1-Year Est. Return

CFCI

Comprehensive Financial Consultants Institutional Bloomington, Indiana $378M AUM 23.74% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

CRWM

Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return

Sonoma Allocations Santa Rosa, California $322M AUM 23.6% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

Wealth Enhancement Advisory Services's UFEB Position: Q2 2026 in Review

Wealth Enhancement Advisory Services held its Innovator US Equity Ultra Buffer ETF February (UFEB) position steady in Q2 2026 at 20,250 shares worth $787K. The position accounts for ﹤0.01% of the portfolio, ranked #2271.

Wealth Enhancement Advisory Services first reported a position in UFEB in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.35M in Q1 2025. 15 funds tracked by Wall St. Rank hold UFEB as of Q2 2026.

Wealth Enhancement Advisory Services held 20,250 shares of Innovator US Equity Ultra Buffer ETF February worth $787K as of Q2 2026.
Wealth Enhancement Advisory Services left its Innovator US Equity Ultra Buffer ETF February share count unchanged in Q2 2026.
Innovator US Equity Ultra Buffer ETF February made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2271 holding.
Wealth Enhancement Advisory Services first reported a position in Innovator US Equity Ultra Buffer ETF February in Q3 2023 and has held it in 12 quarters since.
Wealth Enhancement Advisory Services's Innovator US Equity Ultra Buffer ETF February position peaked at $1.35M in Q1 2025.
15 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF February as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.