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Ameritas Advisory Services’s Innovator US Equity Ultra Buffer ETF September USEP Stock Holding History

Ameritas Advisory Services’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
2023
Q2 		– Sell
-50
Closed -$1.39K – 2415
2023
Q1 		$1.39K Buy
+50
New +$1.35K ﹤0.01% 2487

Other funds holding USEP

OWA
Outlook Wealth Advisors Shenandoah, Texas $463M AUM 26.46% 1-Year Est. Return
AIC
Archer Investment Corporation Carmel, Indiana $508M AUM 24.79% 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
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Ameritas Advisory Services's USEP Position: Q2 2023 in Review

Ameritas Advisory Services sold out of Innovator US Equity Ultra Buffer ETF September (USEP) in Q2 2023, closing a stake of 50 shares — an estimated $1.39K sold.

Ameritas Advisory Services first reported a position in USEP in Q1 2023 and held it in 1 quarter. The position peaked at $1.39K in Q1 2023. 45 funds tracked by Wall St. Rank hold USEP as of Q2 2023.

  • Ameritas Advisory Services reported no remaining Innovator US Equity Ultra Buffer ETF September position as of Q2 2023 after selling out during the quarter.
  • Ameritas Advisory Services sold 50 Innovator US Equity Ultra Buffer ETF September shares in Q2 2023, an estimated $1.39K.
  • Ameritas Advisory Services first reported a position in Innovator US Equity Ultra Buffer ETF September in Q1 2023 and held it in 1 quarter.
  • Ameritas Advisory Services's Innovator US Equity Ultra Buffer ETF September position peaked at $1.39K in Q1 2023.
  • 45 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF September as of Q2 2023.

Based on Ameritas Advisory Services's 13F filing for Q2 2023, filed 25 Jul 2023.