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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
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

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

Financial Network Wealth Advisors's USEP Position: Q1 2026 in Review

Financial Network Wealth Advisors reduced its Innovator US Equity Ultra Buffer ETF September (USEP) stake by 20% in Q1 2026, selling an estimated $7.91K and leaving 811 shares worth $31.4K. The position accounts for 0.03% of the portfolio, ranked #335.

Financial Network Wealth Advisors first reported a position in USEP in Q2 2024 and has held it in 8 quarters since. The position peaked at $45.7K in Q3 2025. 78 funds tracked by Wall St. Rank hold USEP as of Q1 2026.

  • Financial Network Wealth Advisors held 811 shares of Innovator US Equity Ultra Buffer ETF September worth $31.4K as of Q1 2026.
  • Financial Network Wealth Advisors sold 201 Innovator US Equity Ultra Buffer ETF September shares in Q1 2026, an estimated $7.91K.
  • Innovator US Equity Ultra Buffer ETF September made up 0.03% of Financial Network Wealth Advisors's portfolio in Q1 2026, its #335 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 8 quarters since.
  • Financial Network Wealth Advisors's Innovator US Equity Ultra Buffer ETF September position peaked at $45.7K in Q3 2025.
  • 78 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF September as of Q1 2026.

Based on Financial Network Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.