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Stone House Investment Management’s Innovator US Equity Ultra Buffer ETF September USEP Stock Holding History

Stone House Investment 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
2023
Q2 		– Sell
-920
Closed -$25.3K – 363
2023
Q1 		$25.3K Buy
+920
New +$24.8K 0.01% 114
2022
Q1 		– Sell
-17,070
Closed -$490K – 52
2021
Q4 		$490K Buy
+17,070
New +$484K 0.17% 28

Other funds holding USEP

OWA
Outlook Wealth Advisors Shenandoah, Texas $463M AUM 26.46% 1-Year Est. Return
AIC
Archer Investment Corporation Carmel, Indiana $508M AUM 24.79% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Stone House Investment Management's USEP Position: Q2 2023 in Review

Stone House Investment Management sold out of Innovator US Equity Ultra Buffer ETF September (USEP) in Q2 2023, closing a stake of 920 shares — an estimated $25.3K sold.

Stone House Investment Management first reported a position in USEP in Q4 2021 and held it in 2 quarters. The position peaked at $490K in Q4 2021. 45 funds tracked by Wall St. Rank hold USEP as of Q2 2023.

  • Stone House Investment Management reported no remaining Innovator US Equity Ultra Buffer ETF September position as of Q2 2023 after selling out during the quarter.
  • Stone House Investment Management sold 920 Innovator US Equity Ultra Buffer ETF September shares in Q2 2023, an estimated $25.3K.
  • Stone House Investment Management first reported a position in Innovator US Equity Ultra Buffer ETF September in Q4 2021 and held it in 2 quarters.
  • Stone House Investment Management's Innovator US Equity Ultra Buffer ETF September position peaked at $490K in Q4 2021.
  • 45 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF September as of Q2 2023.

Based on Stone House Investment Management's 13F filing for Q2 2023, filed 11 Aug 2023.