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Fortitude Advisory Group’s Innovator US Equity Ultra Buffer ETF September USEP Stock Holding History

Fortitude Advisory Group’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
2022
Q2 		– Sell
-3,798
Closed -$108K – 1228
2022
Q1 		$108K Hold
3,798
– – 0.06% 336
2021
Q4 		$109K Buy
+3,798
New +$108K 0.05% 331

Other funds holding USEP

SIA
Soltis Investment Advisors St. George, Utah $1.8B AUM 27.41% 1-Year Est. Return
AIC
Archer Investment Corporation Carmel, Indiana $469M AUM 19.1% 1-Year Est. Return
DLHL
Donald L. Hagan LLC Sarasota, Florida $204M AUM 7.4% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Fortitude Advisory Group's USEP Position: Q2 2022 in Review

Fortitude Advisory Group sold out of Innovator US Equity Ultra Buffer ETF September (USEP) in Q2 2022, closing a stake of 3,798 shares — an estimated $108K sold.

Fortitude Advisory Group first reported a position in USEP in Q4 2021 and held it in 2 quarters. The position peaked at $109K in Q4 2021. 34 funds tracked by Wall St. Rank hold USEP as of Q2 2022.

  • Fortitude Advisory Group reported no remaining Innovator US Equity Ultra Buffer ETF September position as of Q2 2022 after selling out during the quarter.
  • Fortitude Advisory Group sold 3,798 Innovator US Equity Ultra Buffer ETF September shares in Q2 2022, an estimated $108K.
  • Fortitude Advisory Group first reported a position in Innovator US Equity Ultra Buffer ETF September in Q4 2021 and held it in 2 quarters.
  • Fortitude Advisory Group's Innovator US Equity Ultra Buffer ETF September position peaked at $109K in Q4 2021.
  • 34 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF September as of Q2 2022.

Based on Fortitude Advisory Group's 13F filing for Q2 2022, filed 16 Aug 2022.