WCG
UFEB icon

Weaver Consulting Group’s Innovator US Equity Ultra Buffer ETF February UFEB Stock Holding History

Weaver Consulting Group’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
2020
Q4 		– Sell
-2,900
Closed -$73K – 852
2020
Q3 		$73K Hold
2,900
– – 0.04% 220
2020
Q2 		$71K Buy
+2,900
New +$68.9K 0.04% 219

Other funds holding UFEB

HCM
Hudson Capital Management Ramsey, New Jersey $414M AUM 20.94% 1-Year Est. Return
SIA
Soltis Investment Advisors St. George, Utah $1.59B AUM 23.87% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
DFA
DHJJ Financial Advisors Naperville, Illinois $302M AUM 16.88% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
SAG
Spotlight Asset Group Oakbrook Terrace, Illinois $143M AUM 20.66% 1-Year Est. Return

Weaver Consulting Group's UFEB Position: Q4 2020 in Review

Weaver Consulting Group sold out of Innovator US Equity Ultra Buffer ETF February (UFEB) in Q4 2020, closing a stake of 2,900 shares — an estimated $73K sold.

Weaver Consulting Group first reported a position in UFEB in Q2 2020 and held it in 2 quarters. The position peaked at $73K in Q3 2020. 22 funds tracked by Wall St. Rank hold UFEB as of Q4 2020.

  • Weaver Consulting Group reported no remaining Innovator US Equity Ultra Buffer ETF February position as of Q4 2020 after selling out during the quarter.
  • Weaver Consulting Group sold 2,900 Innovator US Equity Ultra Buffer ETF February shares in Q4 2020, an estimated $73K.
  • Weaver Consulting Group first reported a position in Innovator US Equity Ultra Buffer ETF February in Q2 2020 and held it in 2 quarters.
  • Weaver Consulting Group's Innovator US Equity Ultra Buffer ETF February position peaked at $73K in Q3 2020.
  • 22 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF February as of Q4 2020.

Based on Weaver Consulting Group's 13F filing for Q4 2020, filed 29 Jan 2021.