Next Financial Group’s Innovator US Equity Ultra Buffer ETF September USEP Stock Holding History

Next Financial 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
2021 Q4	$103K	Buy	+3,580	New	+$102K	0.01%	1145

Other funds holding USEP

Archer Investment Corporation Carmel, Indiana $469M AUM 19.1% 1-Year Est. Return

Donald L. Hagan LLC Sarasota, Florida $204M AUM 7.4% 1-Year Est. Return

Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return

HighTower Advisors

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

WealthSource Partners San Luis Obispo, California $1.54B AUM 16.68% 1-Year Est. Return

Next Financial Group's USEP Position: Q4 2021 in Review

Next Financial Group opened a new position in Innovator US Equity Ultra Buffer ETF September (USEP) in Q4 2021: 3,580 shares worth $103K. The stake represents 0.01% of the portfolio and ranks #1145 among its holdings.

35 funds tracked by Wall St. Rank hold USEP as of Q4 2021.

Next Financial Group held 3,580 shares of Innovator US Equity Ultra Buffer ETF September worth $103K as of Q4 2021.
Innovator US Equity Ultra Buffer ETF September was a new Next Financial Group position in Q4 2021.
Innovator US Equity Ultra Buffer ETF September made up 0.01% of Next Financial Group's portfolio in Q4 2021, its #1145 holding.
35 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF September as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.