Madrona Financial Services
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Madrona Financial Services’s Innovator US Equity Ultra Buffer ETF September USEP Stock Holding History

Madrona Financial Services’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
Q3 		$794K Buy
+18,895
New +$790K 0.12% 75

Other funds holding USEP

Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Kellett Wealth Advisors
Kellett Wealth Advisors Cincinnati, Ohio $273M AUM 15.92% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
Prosperity Capital Advisors
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return
KFG Wealth Management
KFG Wealth Management Granger, Indiana $922M AUM 10.87% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Berkshire Money Management
Berkshire Money Management Dalton, Massachusetts $1.16B AUM 13.8% 1-Year Est. Return
Strategic Blueprint
Strategic Blueprint Atlanta, Georgia $2.04B AUM 19.28% 1-Year Est. Return
Accurate Wealth Management
Accurate Wealth Management Wesley Chapel, Florida $1.16B AUM 24.67% 1-Year Est. Return
Fiduciary Financial Group
Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return

Madrona Financial Services's USEP Position: Q3 2026 in Review

Madrona Financial Services opened a new position in Innovator US Equity Ultra Buffer ETF September (USEP) in Q3 2026: 18,895 shares worth $794K. The stake represents 0.12% of the portfolio and ranks #75 among its holdings.

30 funds tracked by Wall St. Rank hold USEP as of Q3 2026.

  • Madrona Financial Services held 18,895 shares of Innovator US Equity Ultra Buffer ETF September worth $794K as of Q3 2026.
  • Innovator US Equity Ultra Buffer ETF September was a new Madrona Financial Services position in Q3 2026.
  • Innovator US Equity Ultra Buffer ETF September made up 0.12% of Madrona Financial Services's portfolio in Q3 2026, its #75 holding.
  • 30 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF September as of Q3 2026.

Based on Madrona Financial Services's 13F filing for Q3 2026, filed 23 Oct 2026.