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Chris Bulman’s Innovator US Equity Ultra Buffer ETF September USEP Stock Holding History

Chris Bulman’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
Q1 		– Sell
-6,851
Closed -$269K – 159
2025
Q4 		$269K Buy
6,851
+773
+13% +$30.1K 0.12% 110
2025
Q3 		$235K Buy
+6,078
New +$230K 0.12% 115

Other funds holding USEP

SA
Sovran Advisors San Diego, California $1.27B AUM 18.55% 1-Year Est. Return
KWA
Kellett Wealth Advisors Cincinnati, Ohio $184M AUM 17.21% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $6.53B AUM 20.48% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $1.76B AUM 18.92% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $774M AUM 12.78% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
CVA
Central Valley Advisors Sacramento, California $366M AUM 16.87% 1-Year Est. Return

Chris Bulman's USEP Position: Q1 2026 in Review

Chris Bulman sold out of Innovator US Equity Ultra Buffer ETF September (USEP) in Q1 2026, closing a stake of 6,851 shares — an estimated $269K sold.

Chris Bulman first reported a position in USEP in Q3 2025 and held it in 2 quarters. The position peaked at $269K in Q4 2025. 78 funds tracked by Wall St. Rank hold USEP as of Q1 2026.

  • Chris Bulman reported no remaining Innovator US Equity Ultra Buffer ETF September position as of Q1 2026 after selling out during the quarter.
  • Chris Bulman sold 6,851 Innovator US Equity Ultra Buffer ETF September shares in Q1 2026, an estimated $269K.
  • Chris Bulman first reported a position in Innovator US Equity Ultra Buffer ETF September in Q3 2025 and held it in 2 quarters.
  • Chris Bulman's Innovator US Equity Ultra Buffer ETF September position peaked at $269K in Q4 2025.
  • 78 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF September as of Q1 2026.

Based on Chris Bulman's 13F filing for Q1 2026, filed 13 Apr 2026.