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 Q3	$25K	Sell	596 -107	-15%	-$4.47K	0.02%	397
2026 Q2	$29.1K	Sell	703 -108	-13%	-$4.39K	0.03%	364
2026 Q1	$31.4K	Sell	811 -201	-20%	-$7.9K	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

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Sovran Advisors San Diego, California $1.45B AUM 13.87% 1-Year Est. Return

Kellett Wealth Advisors Cincinnati, Ohio $273M AUM 15.92% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

CVA

Central Valley Advisors Sacramento, California $372M AUM 14.86% 1-Year Est. Return

KFG Wealth Management Granger, Indiana $922M AUM 10.87% 1-Year Est. Return

Financial Network Wealth Advisors's USEP Position: Q3 2026 in Review

Financial Network Wealth Advisors reduced its Innovator US Equity Ultra Buffer ETF September (USEP) stake by 15% in Q3 2026, selling an estimated $4.47K and leaving 596 shares worth $25K. The position accounts for 0.02% of the portfolio, ranked #397.

Financial Network Wealth Advisors first reported a position in USEP in Q2 2024 and has held it in 10 quarters since. The position peaked at $45.7K in Q3 2025. 80 funds tracked by Wall St. Rank hold USEP as of Q3 2026.

Financial Network Wealth Advisors held 596 shares of Innovator US Equity Ultra Buffer ETF September worth $25K as of Q3 2026.
Financial Network Wealth Advisors sold 107 Innovator US Equity Ultra Buffer ETF September shares in Q3 2026, an estimated $4.47K.
Innovator US Equity Ultra Buffer ETF September made up 0.02% of Financial Network Wealth Advisors's portfolio in Q3 2026, its #397 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 10 quarters since.
Financial Network Wealth Advisors's Innovator US Equity Ultra Buffer ETF September position peaked at $45.7K in Q3 2025.
80 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF September as of Q3 2026.

Based on Financial Network Wealth Advisors's 13F filing for Q3 2026, filed 28 Oct 2026.