White Knight Strategic Wealth Advisors’s Innovator US Equity Ultra Buffer ETF February UFEB Stock Holding History

White Knight Strategic Wealth Advisors’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
2022 Q2	–	Sell	-11,016	Closed	-$309K	–	71
2022 Q1	$309K	Sell	11,016 -1,966	-15%	-$54.7K	0.33%	58
2021 Q4	$363K	Buy	+12,982	New	+$361K	0.38%	55

Other funds holding UFEB

BCM

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

SWA

Stratos Wealth Advisors Beachwood, Ohio $1.82B AUM 21.76% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AIA

Alera Investment Advisors Deerfield, Illinois $851M AUM 29.76% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

CFCI

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.51B AUM 33.02% 1-Year Est. Return

CRWM

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

White Knight Strategic Wealth Advisors's UFEB Position: Q2 2022 in Review

White Knight Strategic Wealth Advisors sold out of Innovator US Equity Ultra Buffer ETF February (UFEB) in Q2 2022, closing a stake of 11,016 shares — an estimated $309K sold.

White Knight Strategic Wealth Advisors first reported a position in UFEB in Q4 2021 and held it in 2 quarters. The position peaked at $363K in Q4 2021. 23 funds tracked by Wall St. Rank hold UFEB as of Q2 2022.

White Knight Strategic Wealth Advisors reported no remaining Innovator US Equity Ultra Buffer ETF February position as of Q2 2022 after selling out during the quarter.
White Knight Strategic Wealth Advisors sold 11,016 Innovator US Equity Ultra Buffer ETF February shares in Q2 2022, an estimated $309K.
White Knight Strategic Wealth Advisors first reported a position in Innovator US Equity Ultra Buffer ETF February in Q4 2021 and held it in 2 quarters.
White Knight Strategic Wealth Advisors's Innovator US Equity Ultra Buffer ETF February position peaked at $363K in Q4 2021.
23 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF February as of Q2 2022.

Based on White Knight Strategic Wealth Advisors's 13F filing for Q2 2022, filed 15 Aug 2022.