IWC
USEP icon

Integrated Wealth Concepts’s Innovator US Equity Ultra Buffer ETF September USEP Stock Holding History

Integrated Wealth Concepts’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 		$62.6K Buy
+1,515
New +$61.6K ﹤0.01% 3182

Other funds holding USEP

SA
Sovran Advisors San Diego, California $1.34B AUM 21.63% 1-Year Est. Return
KWA
Kellett Wealth Advisors Cincinnati, Ohio $215M AUM 22.03% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
CVA
Central Valley Advisors Sacramento, California $390M AUM 20.62% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Integrated Wealth Concepts's USEP Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Innovator US Equity Ultra Buffer ETF September (USEP) in Q2 2026: 1,515 shares worth $62.6K. The stake represents ﹤0.01% of the portfolio and ranks #3182 among its holdings.

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

  • Integrated Wealth Concepts held 1,515 shares of Innovator US Equity Ultra Buffer ETF September worth $62.6K as of Q2 2026.
  • Innovator US Equity Ultra Buffer ETF September was a new Integrated Wealth Concepts position in Q2 2026.
  • Innovator US Equity Ultra Buffer ETF September made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #3182 holding.
  • 79 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF September as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.