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Todd Wealth Management, LLC’s Innovator US Equity Ultra Buffer ETF September USEP Stock Holding History

Todd Wealth Management, LLC’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 		$293K Buy
+6,966
New +$291K 0.22% 85

Other funds holding USEP

KWA
Kellett Wealth Advisors Cincinnati, Ohio $273M AUM 15.92% 1-Year Est. Return
Prosperity Capital Advisors
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 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
Accurate Wealth Management
Accurate Wealth Management Wesley Chapel, Florida $1.16B AUM 24.67% 1-Year Est. Return
Fiduciary Financial Group
Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return
Legacy Advisors
Legacy Advisors Plymouth Meeting, Pennsylvania $1.05B AUM 17.6% 1-Year Est. Return
SteelPeak Wealth
SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return
LF
Lantz Financial Naperville, Illinois $549M AUM 18.02% 1-Year Est. Return
AFP
ATX Financial Planning Austin, Texas $156M AUM 11.38% 1-Year Est. Return

Todd Wealth Management, LLC's USEP Position: Q3 2026 in Review

Todd Wealth Management, LLC opened a new position in Innovator US Equity Ultra Buffer ETF September (USEP) in Q3 2026: 6,966 shares worth $293K. The stake represents 0.22% of the portfolio and ranks #85 among its holdings.

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

  • Todd Wealth Management, LLC held 6,966 shares of Innovator US Equity Ultra Buffer ETF September worth $293K as of Q3 2026.
  • Innovator US Equity Ultra Buffer ETF September was a new Todd Wealth Management, LLC position in Q3 2026.
  • Innovator US Equity Ultra Buffer ETF September made up 0.22% of Todd Wealth Management, LLC's portfolio in Q3 2026, its #85 holding.
  • 20 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF September as of Q3 2026.

Based on Todd Wealth Management, LLC's 13F filing for Q3 2026, filed 19 Oct 2026.