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

Creative 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 Q1	$1.17M	Buy	+30,227	New	+$1.19M	﹤0.01%	2333

Other funds holding USEP

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

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 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 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

Creative Planning's USEP Position: Q1 2026 in Review

Creative Planning opened a new position in Innovator US Equity Ultra Buffer ETF September (USEP) in Q1 2026: 30,227 shares worth $1.17M. The stake represents ﹤0.01% of the portfolio and ranks #2333 among its holdings.

78 funds tracked by Wall St. Rank hold USEP as of Q1 2026.

Creative Planning held 30,227 shares of Innovator US Equity Ultra Buffer ETF September worth $1.17M as of Q1 2026.
Innovator US Equity Ultra Buffer ETF September was a new Creative Planning position in Q1 2026.
Innovator US Equity Ultra Buffer ETF September made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2333 holding.
78 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF September as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.