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Sterling Financial Planning’s Innovator US Equity Ultra Buffer ETF September USEP Stock Holding History

Sterling Financial Planning’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 		– Sell
-1,036
Closed -$29K – 378
2021
Q3 		$29K Hold
1,036
– – 0.02% 230
2021
Q2 		$29K Hold
1,036
– – 0.02% 226
2021
Q1 		$29K Hold
1,036
– – 0.02% 201
2020
Q4 		$28K Buy
+1,036
New +$27.5K 0.02% 190

Other funds holding USEP

AIC
Archer Investment Corporation Carmel, Indiana $508M AUM 24.79% 1-Year Est. Return
DLHL
Donald L. Hagan LLC Sarasota, Florida $204M AUM 7.4% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
WP
WealthSource Partners San Luis Obispo, California $1.54B AUM 16.68% 1-Year Est. Return

Sterling Financial Planning's USEP Position: Q4 2021 in Review

Sterling Financial Planning sold out of Innovator US Equity Ultra Buffer ETF September (USEP) in Q4 2021, closing a stake of 1,036 shares — an estimated $29K sold.

Sterling Financial Planning first reported a position in USEP in Q4 2020 and held it in 4 quarters. The position peaked at $29K in Q3 2021. 35 funds tracked by Wall St. Rank hold USEP as of Q4 2021.

  • Sterling Financial Planning reported no remaining Innovator US Equity Ultra Buffer ETF September position as of Q4 2021 after selling out during the quarter.
  • Sterling Financial Planning sold 1,036 Innovator US Equity Ultra Buffer ETF September shares in Q4 2021, an estimated $29K.
  • Sterling Financial Planning first reported a position in Innovator US Equity Ultra Buffer ETF September in Q4 2020 and held it in 4 quarters.
  • Sterling Financial Planning's Innovator US Equity Ultra Buffer ETF September position peaked at $29K in Q3 2021.
  • 35 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF September as of Q4 2021.

Based on Sterling Financial Planning's 13F filing for Q4 2021, filed 2 Feb 2022.