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Founders Financial Securities’s Innovator US Equity Ultra Buffer ETF September USEP Stock Holding History

Founders Financial Securities’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
2025
Q4 		– Sell
-16,343
Closed -$632K – 587
2025
Q3 		$632K Buy
+16,343
New +$618K 0.04% 314

Other funds holding USEP

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
KWA
Kellett Wealth Advisors Cincinnati, Ohio $184M AUM 17.21% 1-Year Est. Return
SA
Sovran Advisors San Diego, California $1.27B AUM 18.55% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $774M AUM 12.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Founders Financial Securities's USEP Position: Q4 2025 in Review

Founders Financial Securities sold out of Innovator US Equity Ultra Buffer ETF September (USEP) in Q4 2025, closing a stake of 16,343 shares — an estimated $632K sold.

Founders Financial Securities first reported a position in USEP in Q3 2025 and held it in 1 quarter. The position peaked at $632K in Q3 2025. 80 funds tracked by Wall St. Rank hold USEP as of Q4 2025.

  • Founders Financial Securities reported no remaining Innovator US Equity Ultra Buffer ETF September position as of Q4 2025 after selling out during the quarter.
  • Founders Financial Securities sold 16,343 Innovator US Equity Ultra Buffer ETF September shares in Q4 2025, an estimated $632K.
  • Founders Financial Securities first reported a position in Innovator US Equity Ultra Buffer ETF September in Q3 2025 and held it in 1 quarter.
  • Founders Financial Securities's Innovator US Equity Ultra Buffer ETF September position peaked at $632K in Q3 2025.
  • 80 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF September as of Q4 2025.

Based on Founders Financial Securities's 13F filing for Q4 2025, filed 10 Feb 2026.