Financial Network Wealth Advisors’s Innovator US Equity Ultra Buffer ETF September USEP Stock Holding History

Financial Network Wealth Advisors’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 Q2	$29.1K	Sell	703 -108	-13%	-$4.39K	0.03%	364
2026 Q1	$31.4K	Sell	811 -201	-20%	-$7.91K	0.03%	335
2025 Q4	$39.8K	Sell	1,012 -171	-14%	-$6.66K	0.04%	297
2025 Q3	$45.7K	Hold	1,183	–	–	0.05%	280
2025 Q2	$43.6K	Hold	1,183	–	–	0.05%	276
2025 Q1	$40.7K	Hold	1,183	–	–	0.05%	271
2024 Q4	$41.6K	Hold	1,183	–	–	0.08%	205
2024 Q3	$41.1K	Hold	1,183	–	–	0.03%	300
2024 Q2	$40K	Buy	+1,183	New	+$39.2K	0.03%	328

Other funds holding USEP

Sovran Advisors San Diego, California $1.34B AUM 21.63% 1-Year Est. Return

KWA

Kellett Wealth Advisors Cincinnati, Ohio $215M AUM 22.03% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

PCA

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

CVA

Central Valley Advisors Sacramento, California $390M AUM 20.62% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Financial Network Wealth Advisors's USEP Position: Q2 2026 in Review

Financial Network Wealth Advisors reduced its Innovator US Equity Ultra Buffer ETF September (USEP) stake by 13% in Q2 2026, selling an estimated $4.39K and leaving 703 shares worth $29.1K. The position accounts for 0.03% of the portfolio, ranked #364.

Financial Network Wealth Advisors first reported a position in USEP in Q2 2024 and has held it in 9 quarters since. The position peaked at $45.7K in Q3 2025. 79 funds tracked by Wall St. Rank hold USEP as of Q2 2026.

Financial Network Wealth Advisors held 703 shares of Innovator US Equity Ultra Buffer ETF September worth $29.1K as of Q2 2026.
Financial Network Wealth Advisors sold 108 Innovator US Equity Ultra Buffer ETF September shares in Q2 2026, an estimated $4.39K.
Innovator US Equity Ultra Buffer ETF September made up 0.03% of Financial Network Wealth Advisors's portfolio in Q2 2026, its #364 holding.
Financial Network Wealth Advisors first reported a position in Innovator US Equity Ultra Buffer ETF September in Q2 2024 and has held it in 9 quarters since.
Financial Network Wealth Advisors's Innovator US Equity Ultra Buffer ETF September position peaked at $45.7K in Q3 2025.
79 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF September as of Q2 2026.

Based on Financial Network Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.