Steward Partners Investment Advisory’s Innovator US Equity Ultra Buffer ETF September USEP Stock Holding History

Steward Partners Investment Advisory’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
2025 Q2	$124K	Sell
2025 Q1	$147K	Hold
2024 Q4	$150K	Hold
2024 Q3	$148K	Buy
2024 Q2	$114K	Hold
2024 Q1	$111K	Hold
2023 Q4	$105K	Buy