Archer Investment Corp UFEB INNOVATOR ETFS TR S&P 500 ULTRA

Ownership history in Archer Investment Corp  ·  24 quarters on record

AI Ownership Summary

Archer Investment Corp reported INNOVATOR ETFS TR S&P 500 ULTRA (UFEB) in 24 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.24% in 2024 Q1. The latest visible filing shows UFEB at 0.04% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this UFEB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Archer Investment Corp's position in INNOVATOR ETFS TR S&P 500 ULTRA, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

UFEB was reported at 0.04% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.24% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Archer Investment Corp held UFEB — position size vs. price
% of Fund (quarterly)    UFEB price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 5,722 -18,246 -76.1% 0.04% $208K 2026-05-04 $37.95
2025 Q4 UNCHANGED 23,968 0% 0.20% $882K 2026-01-30 $37.24
2025 Q3 REDUCED 23,968 -521 -2.1% 0.19% $858K 2025-11-03 $36.13
2025 Q2 ADDED 24,489 +3,678 +17.7% 0.20% $840K 2025-08-12 $35.06
2025 Q1 ADDED 20,811 +20,030 +2564.7% 0.17% $674K 2025-05-05 $32.63
2024 Q4 UNCHANGED 781 0% 0.01% $26K 2025-01-28 $33.50
2024 Q3 REDUCED 96.8% +2.2% 781 -23,896 -96.8% 0.01% $25K 2024-11-06 $32.94
2024 Q2 REDUCED 24,677 -997 -3.9% 0.23% $781K 2024-08-02 $31.45
2024 Q1 ADDED 25,674 +23,364 +1011.4% 0.24% $791K 2024-05-09 $30.84
2023 Q4 REDUCED 75.3% +4.4% 2,310 -7,027 -75.3% 0.02% $68K 2024-01-31 $29.69
14 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Archer Investment Corp and UFEB

These are the practical questions this page is built to answer before you even open the full history table.

How long has Archer Investment Corp reported owning UFEB?

Archer Investment Corp reported UFEB across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported UFEB position in Archer Investment Corp's portfolio?

The largest reported portfolio weight for UFEB was 0.24% in 2024 Q1.

What is the latest reported UFEB position on this page?

The most recent filing on this page is 2026 Q1, when Archer Investment Corp reported 5,722 shares, equal to 0.04% of portfolio, with an estimated market value of $208K.

What does the chart on this UFEB ownership page compare?

The chart compares Archer Investment Corp's quarterly UFEB portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Archer Investment Corp time their UFEB position?

Based on 13F filing dates vs. subsequent UFEB price moves, Archer Investment Corp correctly timed 10 out of 20 reported position changes (50%). The annualised alpha on UFEB relative to SPY over the holding period was -7.2%.

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