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First Heartland Consultants’s Innovator US Equity Ultra Buffer ETF September USEP Stock Holding History

First Heartland Consultants’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 		$414K Buy
+10,014
New +$407K 0.03% 369

Other funds holding USEP

SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
FFG
Fiduciary Financial Group San Rafael, California $882M AUM 23.98% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
AWM
Atticus Wealth Management Palm Beach Gardens, Florida $420M AUM 23.31% 1-Year Est. Return
LF
Lantz Financial Naperville, Illinois $546M AUM 23.57% 1-Year Est. Return
SA
Sonoma Allocations Santa Rosa, California $322M AUM 23.6% 1-Year Est. Return
FA
FC Advisory West Chester, Pennsylvania $378M AUM 15.62% 1-Year Est. Return
TWM
TopTier Wealth Management Muskego, Wisconsin $166M AUM

First Heartland Consultants's USEP Position: Q2 2026 in Review

First Heartland Consultants opened a new position in Innovator US Equity Ultra Buffer ETF September (USEP) in Q2 2026: 10,014 shares worth $414K. The stake represents 0.03% of the portfolio and ranks #369 among its holdings.

12 funds tracked by Wall St. Rank hold USEP as of Q2 2026.

  • First Heartland Consultants held 10,014 shares of Innovator US Equity Ultra Buffer ETF September worth $414K as of Q2 2026.
  • Innovator US Equity Ultra Buffer ETF September was a new First Heartland Consultants position in Q2 2026.
  • Innovator US Equity Ultra Buffer ETF September made up 0.03% of First Heartland Consultants's portfolio in Q2 2026, its #369 holding.
  • 12 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF September as of Q2 2026.

Based on First Heartland Consultants's 13F filing for Q2 2026, filed 8 Jul 2026.