ATX Financial Planning’s Innovator US Equity Ultra Buffer ETF September USEP Stock Holding History

ATX Financial Planning’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	Buy	+11,774	New	+$492K	0.32%	53

Other funds holding USEP

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Kellett Wealth Advisors Cincinnati, Ohio $273M AUM 15.92% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return

CVA

Central Valley Advisors Sacramento, California $372M AUM 14.86% 1-Year Est. Return

KFG Wealth Management Granger, Indiana $922M AUM 10.87% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Berkshire Money Management Dalton, Massachusetts $1.16B AUM 13.8% 1-Year Est. Return

Strategic Blueprint Atlanta, Georgia $2.04B AUM 19.28% 1-Year Est. Return

Accurate Wealth Management Wesley Chapel, Florida $1.16B AUM 24.67% 1-Year Est. Return

ATX Financial Planning's USEP Position: Q3 2026 in Review

ATX Financial Planning opened a new position in Innovator US Equity Ultra Buffer ETF September (USEP) in Q3 2026: 11,774 shares worth $495K. The stake represents 0.32% of the portfolio and ranks #53 among its holdings.

36 funds tracked by Wall St. Rank hold USEP as of Q3 2026.

ATX Financial Planning held 11,774 shares of Innovator US Equity Ultra Buffer ETF September worth $495K as of Q3 2026.
Innovator US Equity Ultra Buffer ETF September was a new ATX Financial Planning position in Q3 2026.
Innovator US Equity Ultra Buffer ETF September made up 0.32% of ATX Financial Planning's portfolio in Q3 2026, its #53 holding.
36 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF September as of Q3 2026.

Based on ATX Financial Planning's 13F filing for Q3 2026, filed 14 Oct 2026.