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World Investment Advisors’s Innovator US Equity Ultra Buffer ETF February UFEB Stock Holding History

World Investment 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
2026
Q2 		$3.94M Sell
108,447
-375
-0.3% -$14.3K 0.07% 305
2026
Q1 		$3.95M Hold
108,822
– – 0.06% 311
2025
Q4 		$4M Sell
108,822
-628
-0.6% -$22.7K 0.07% 306
2025
Q3 		$3.92M Hold
109,450
– – 0.08% 264
2025
Q2 		$3.76M Buy
+109,450
New +$3.6M 0.09% 259

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
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

World Investment Advisors's UFEB Position: Q2 2026 in Review

World Investment Advisors reduced its Innovator US Equity Ultra Buffer ETF February (UFEB) stake by 0.34% in Q2 2026, selling an estimated $14.3K and leaving 108,447 shares worth $3.94M. The position accounts for 0.07% of the portfolio, ranked #305.

World Investment Advisors first reported a position in UFEB in Q2 2025 and has held it in 5 quarters since. The position peaked at $4M in Q4 2025. 104 funds tracked by Wall St. Rank hold UFEB as of Q2 2026.

  • World Investment Advisors held 108,447 shares of Innovator US Equity Ultra Buffer ETF February worth $3.94M as of Q2 2026.
  • World Investment Advisors sold 375 Innovator US Equity Ultra Buffer ETF February shares in Q2 2026, an estimated $14.3K.
  • Innovator US Equity Ultra Buffer ETF February made up 0.07% of World Investment Advisors's portfolio in Q2 2026, its #305 holding.
  • World Investment Advisors first reported a position in Innovator US Equity Ultra Buffer ETF February in Q2 2025 and has held it in 5 quarters since.
  • World Investment Advisors's Innovator US Equity Ultra Buffer ETF February position peaked at $4M in Q4 2025.
  • 104 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF February as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.