Atticus Wealth Management’s Innovator US Equity Ultra Buffer ETF September USEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $369K | Hold |
|
|||||
|
2025
Q1 | $344K | Hold |
|
|||||
|
2024
Q4 | $352K | Hold |
|
|||||
|
2024
Q3 | $347K | Hold |
|
|||||
|
2024
Q2 | $338K | Hold |
|
|||||
|
2024
Q1 | $329K | Hold |
|
|||||
|
2023
Q4 | $313K | Hold |
|
|||||
|
2023
Q3 | $293K | Hold |
|
|||||
|
2023
Q2 | $293K | Hold |
|
|||||
|
2023
Q1 | $275K | Hold |
|
|||||
|
2022
Q4 | $264K | Buy |
|