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UFEBUFEB
13 quarters

Position history for AE Wealth Management LLCAE Wealth Management LLC's holdings in INNOVATOR ETFS TRUST

AE Wealth Management LLC holds 5,165 shares of UFEB (INNOVATOR ETFS TRUST), worth $199,627 as of 2026-Q2. The position was decreased (-4.4% shares). UFEB represents 0.0% of AE Wealth Management LLC's portfolio.

Current Value

$199,627

Current Shares

5,165

Total Value Change

-$5.5M

Total Shares Change

-213,872

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
5,165
-4.4%
$199,6270.0%$38.65
0
2026-Q1
Increased
5,401
+40.2%
$196,0560.0%$36.95
30
2025-Q4
Decreased
3,852
-3.5%
$141,6960.0%$36.82
0
2025-Q3
Decreased
3,991
-5.7%
$142,8380.0%$35.77
0
2025-Q2
Decreased
4,232
-35.6%
$145,2030.0%$34.18
0
2025-Q1
Increased
6,576
+50.8%
$212,9960.0%$32.29
32
2024-Q4
New
4,361
-
$145,0910.0%$33.26
31
2024-Q2
Exited
0
-100.0%
$00.0%$31.67
0
2024-Q1
New
6,644
-
$204,6160.0%$30.80
32
2023-Q2
Exited
0
-100.0%
$00.0%$27.68
0
2023-Q1
Increased
220,126
+3.5%
$5.8M0.0%$26.36
28
2022-Q4
Decreased
212,681
-2.9%
$5.6M0.0%$26.33
0
2022-Q3
New
219,037
-
$5.7M0.0%$25.98
37

Other major holders of UFEB: HighTower Advisors, LLC

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