Riverchase Wealth Management’s Innovator US Equity Ultra Buffer ETF September USEP Stock Holding History

Riverchase Wealth Management’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 Q1	–	Sell	-10,356	Closed	-$407K	–	80
2025 Q4	$407K	Hold	10,356	–	–	0.22%	56
2025 Q3	$400K	Buy	+10,356	New	+$391K	0.23%	56
2025 Q2	–	Sell	-8,719	Closed	-$300K	–	73
2025 Q1	$300K	Sell	8,719 -425	-5%	-$15K	0.21%	53
2024 Q4	$322K	Buy	+9,144	New	+$321K	0.24%	51

Other funds holding USEP

Sovran Advisors San Diego, California $1.27B AUM 18.55% 1-Year Est. Return

KWA

Kellett Wealth Advisors Cincinnati, Ohio $215M AUM 22.03% 1-Year Est. Return

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

KAS

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

KWM

KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

CVA

Central Valley Advisors Sacramento, California $390M AUM 20.62% 1-Year Est. Return

Riverchase Wealth Management's USEP Position: Q1 2026 in Review

Riverchase Wealth Management sold out of Innovator US Equity Ultra Buffer ETF September (USEP) in Q1 2026, closing a stake of 10,356 shares — an estimated $407K sold.

Riverchase Wealth Management first reported a position in USEP in Q4 2024 and held it in 4 quarters. The position peaked at $407K in Q4 2025. 78 funds tracked by Wall St. Rank hold USEP as of Q1 2026.

Riverchase Wealth Management reported no remaining Innovator US Equity Ultra Buffer ETF September position as of Q1 2026 after selling out during the quarter.
Riverchase Wealth Management sold 10,356 Innovator US Equity Ultra Buffer ETF September shares in Q1 2026, an estimated $407K.
Riverchase Wealth Management first reported a position in Innovator US Equity Ultra Buffer ETF September in Q4 2024 and held it in 4 quarters.
Riverchase Wealth Management's Innovator US Equity Ultra Buffer ETF September position peaked at $407K in Q4 2025.
78 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF September as of Q1 2026.

Based on Riverchase Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.