Atticus Wealth Management’s Innovator US Equity Ultra Buffer ETF September USEP Stock Holding History

Atticus Wealth Management’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 Q2	$413K	Hold	10,000	–	–	0.1%	127
2026 Q1	$387K	Hold	10,000	–	–	0.1%	128
2025 Q4	$393K	Hold	10,000	–	–	0.1%	121
2025 Q3	$387K	Hold	10,000	–	–	0.1%	135
2025 Q2	$369K	Hold	10,000	–	–	0.1%	109
2025 Q1	$344K	Hold	10,000	–	–	0.11%	91
2024 Q4	$352K	Hold	10,000	–	–	0.11%	86
2024 Q3	$347K	Hold	10,000	–	–	0.11%	85
2024 Q2	$338K	Hold	10,000	–	–	0.11%	83
2024 Q1	$329K	Hold	10,000	–	–	0.11%	88
2023 Q4	$313K	Hold	10,000	–	–	0.11%	94
2023 Q3	$293K	Hold	10,000	–	–	0.11%	104
2023 Q2	$293K	Hold	10,000	–	–	0.11%	104
2023 Q1	$275K	Hold	10,000	–	–	0.11%	108
2022 Q4	$264K	Buy	+10,000	New	+$263K	0.11%	111

Other funds holding USEP

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

FFG

Fiduciary Financial Group San Rafael, California $882M AUM 23.98% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Lantz Financial Naperville, Illinois $546M AUM 23.57% 1-Year Est. Return

Sonoma Allocations Santa Rosa, California $322M AUM 23.6% 1-Year Est. Return

FC Advisory West Chester, Pennsylvania $378M AUM 15.62% 1-Year Est. Return

TWM

TopTier Wealth Management Muskego, Wisconsin $166M AUM

Atticus Wealth Management's USEP Position: Q2 2026 in Review

Atticus Wealth Management held its Innovator US Equity Ultra Buffer ETF September (USEP) position steady in Q2 2026 at 10,000 shares worth $413K. The position accounts for 0.1% of the portfolio, ranked #127.

Atticus Wealth Management first reported a position in USEP in Q4 2022 and has held it in 15 quarters since. 12 funds tracked by Wall St. Rank hold USEP as of Q2 2026.

Atticus Wealth Management held 10,000 shares of Innovator US Equity Ultra Buffer ETF September worth $413K as of Q2 2026.
Atticus Wealth Management left its Innovator US Equity Ultra Buffer ETF September share count unchanged in Q2 2026.
Innovator US Equity Ultra Buffer ETF September made up 0.1% of Atticus Wealth Management's portfolio in Q2 2026, its #127 holding.
Atticus Wealth Management first reported a position in Innovator US Equity Ultra Buffer ETF September in Q4 2022 and has held it in 15 quarters since.
12 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF September as of Q2 2026.

Based on Atticus Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.