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Wood Tarver Financial Group’s Innovator US Equity Ultra Buffer ETF February UFEB Stock Holding History

Wood Tarver Financial 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
2025
Q3 		– Sell
-4,275
Closed -$146K – 609
2025
Q2 		$146K Sell
4,275
-22,131
-84% -$727K 0.04% 163
2025
Q1 		$855K Buy
26,406
+21,554
+444% +$715K 0.28% 56
2024
Q4 		$161K Buy
+4,852
New +$160K 0.05% 149

Other funds holding UFEB

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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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
WIA
World Investment Advisors Santa Barbara, California $6.04B AUM 22.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Wood Tarver Financial Group's UFEB Position: Q3 2025 in Review

Wood Tarver Financial Group sold out of Innovator US Equity Ultra Buffer ETF February (UFEB) in Q3 2025, closing a stake of 4,275 shares — an estimated $146K sold.

Wood Tarver Financial Group first reported a position in UFEB in Q4 2024 and held it in 3 quarters. The position peaked at $855K in Q1 2025. 90 funds tracked by Wall St. Rank hold UFEB as of Q3 2025.

  • Wood Tarver Financial Group reported no remaining Innovator US Equity Ultra Buffer ETF February position as of Q3 2025 after selling out during the quarter.
  • Wood Tarver Financial Group sold 4,275 Innovator US Equity Ultra Buffer ETF February shares in Q3 2025, an estimated $146K.
  • Wood Tarver Financial Group first reported a position in Innovator US Equity Ultra Buffer ETF February in Q4 2024 and held it in 3 quarters.
  • Wood Tarver Financial Group's Innovator US Equity Ultra Buffer ETF February position peaked at $855K in Q1 2025.
  • 90 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF February as of Q3 2025.

Based on Wood Tarver Financial Group's 13F filing for Q3 2025, filed 14 Nov 2025.