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Advus Financial Partners’s Innovator US Equity Ultra Buffer ETF September USEP Stock Holding History

Advus Financial Partners’s Portfolio USEP Stock Details USEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$495K Hold
11,775
– – 0.14% 90
2026
Q2 		$487K Buy
+11,775
New +$478K 0.14% 90

Other funds holding USEP

Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Kellett Wealth Advisors
Kellett Wealth Advisors Cincinnati, Ohio $273M AUM 15.92% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
Prosperity Capital Advisors
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return
KFG Wealth Management
KFG Wealth Management Granger, Indiana $922M AUM 10.87% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Berkshire Money Management
Berkshire Money Management Dalton, Massachusetts $1.16B AUM 13.8% 1-Year Est. Return
Strategic Blueprint
Strategic Blueprint Atlanta, Georgia $2.04B AUM 19.28% 1-Year Est. Return
Accurate Wealth Management
Accurate Wealth Management Wesley Chapel, Florida $1.16B AUM 24.67% 1-Year Est. Return
Fiduciary Financial Group
Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return

Advus Financial Partners's USEP Position: Q3 2026 in Review

Advus Financial Partners held its Innovator US Equity Ultra Buffer ETF September (USEP) position steady in Q3 2026 at 11,775 shares worth $495K. The position accounts for 0.14% of the portfolio, ranked #90.

Advus Financial Partners first reported a position in USEP in Q2 2026 and has held it in 2 quarters since. 30 funds tracked by Wall St. Rank hold USEP as of Q3 2026.

  • Advus Financial Partners held 11,775 shares of Innovator US Equity Ultra Buffer ETF September worth $495K as of Q3 2026.
  • Advus Financial Partners left its Innovator US Equity Ultra Buffer ETF September share count unchanged in Q3 2026.
  • Innovator US Equity Ultra Buffer ETF September made up 0.14% of Advus Financial Partners's portfolio in Q3 2026, its #90 holding.
  • Advus Financial Partners first reported a position in Innovator US Equity Ultra Buffer ETF September in Q2 2026 and has held it in 2 quarters since.
  • 30 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF September as of Q3 2026.

Based on Advus Financial Partners's 13F filing for Q3 2026, filed 20 Oct 2026.