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

SteelPeak Wealth’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	$841K	Buy	+20,354	New	+$827K	0.02%	336

Other funds holding USEP

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

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Fiduciary Financial Group San Rafael, California $882M AUM 23.98% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Atticus Wealth Management Palm Beach Gardens, Florida $420M AUM 23.31% 1-Year Est. Return

Lantz Financial Naperville, Illinois $546M AUM 23.57% 1-Year Est. Return

Sonoma Allocations Santa Rosa, California $322M AUM 23.6% 1-Year Est. Return

FC Advisory West Chester, Pennsylvania $378M AUM 15.62% 1-Year Est. Return

TopTier Wealth Management Muskego, Wisconsin $166M AUM

SteelPeak Wealth's USEP Position: Q2 2026 in Review

SteelPeak Wealth opened a new position in Innovator US Equity Ultra Buffer ETF September (USEP) in Q2 2026: 20,354 shares worth $841K. The stake represents 0.02% of the portfolio and ranks #336 among its holdings.

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

SteelPeak Wealth held 20,354 shares of Innovator US Equity Ultra Buffer ETF September worth $841K as of Q2 2026.
Innovator US Equity Ultra Buffer ETF September was a new SteelPeak Wealth position in Q2 2026.
Innovator US Equity Ultra Buffer ETF September made up 0.02% of SteelPeak Wealth's portfolio in Q2 2026, its #336 holding.
12 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF September as of Q2 2026.

Based on SteelPeak Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.