Chris Bulman
USEP icon

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
Q3 		$362K Buy
+8,611
New +$360K 0.13% 108
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

Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Kellett Wealth Advisors
Kellett Wealth Advisors Cincinnati, Ohio $273M AUM 15.92% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
Prosperity Capital Advisors
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
KFG Wealth Management Granger, Indiana $922M AUM 10.87% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Spire Wealth Management
Spire Wealth Management Mclean, Virginia $3.27B AUM 30.11% 1-Year Est. Return
Berkshire Money Management
Berkshire Money Management Dalton, Massachusetts $1.16B AUM 13.8% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Chris Bulman's USEP Position: Q3 2026 in Review

Chris Bulman opened a new position in Innovator US Equity Ultra Buffer ETF September (USEP) in Q3 2026: 8,611 shares worth $362K. The stake represents 0.13% of the portfolio and ranks #108 among its holdings. This is a return to the name: Chris Bulman previously reported a position in USEP as recently as Q4 2025.

Chris Bulman first reported a position in USEP in Q3 2025 and has held it in 3 quarters since. 40 funds tracked by Wall St. Rank hold USEP as of Q3 2026.

  • Chris Bulman held 8,611 shares of Innovator US Equity Ultra Buffer ETF September worth $362K as of Q3 2026.
  • Innovator US Equity Ultra Buffer ETF September was a new Chris Bulman position in Q3 2026.
  • Innovator US Equity Ultra Buffer ETF September made up 0.13% of Chris Bulman's portfolio in Q3 2026, its #108 holding.
  • Chris Bulman first reported a position in Innovator US Equity Ultra Buffer ETF September in Q3 2025 and has held it in 3 quarters since.
  • 40 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF September as of Q3 2026.

Based on Chris Bulman's 13F filing for Q3 2026, filed 20 Oct 2026.