KFG Wealth Management’s Innovator US Equity Ultra Buffer ETF September USEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $3.83M | Buy |
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|
2025
Q2 | $2.11M | Sell |
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2025
Q1 | $2.11M | Sell |
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|
2024
Q4 | $2.76M | Buy |
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|
2024
Q3 | $2.41M | Sell |
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|
2024
Q2 | $2.46M | Sell |
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2024
Q1 | $2.52M | Buy |
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|
2023
Q4 | $2.36M | Buy |
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|
2023
Q3 | $1.31M | Buy |
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|
2023
Q2 | $576K | Hold |
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|
2023
Q1 | $544K | Sell |
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|
2022
Q4 | $551K | Buy |
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