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American Portfolios Advisors’s Innovator US Equity Ultra Buffer ETF September USEP Stock Holding History

American Portfolios Advisors’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
2022
Q3 		$39.1K Buy
+1,540
New +$40.8K ﹤0.01% 1849

Other funds holding USEP

ST
Sageworth Trust Lancaster, Pennsylvania $2.33B AUM 20.04% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
AIC
Archer Investment Corporation Carmel, Indiana $469M AUM 19.1% 1-Year Est. Return
DLHL
Donald L. Hagan LLC Sarasota, Florida $204M AUM 7.4% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

American Portfolios Advisors's USEP Position: Q3 2022 in Review

American Portfolios Advisors opened a new position in Innovator US Equity Ultra Buffer ETF September (USEP) in Q3 2022: 1,540 shares worth $39.1K. The stake represents ﹤0.01% of the portfolio and ranks #1849 among its holdings.

39 funds tracked by Wall St. Rank hold USEP as of Q3 2022.

  • American Portfolios Advisors held 1,540 shares of Innovator US Equity Ultra Buffer ETF September worth $39.1K as of Q3 2022.
  • Innovator US Equity Ultra Buffer ETF September was a new American Portfolios Advisors position in Q3 2022.
  • Innovator US Equity Ultra Buffer ETF September made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #1849 holding.
  • 39 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF September as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.