Wealth Enhancement Advisory Services
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Wealth Enhancement Advisory Services’s Innovator US Equity Ultra Buffer ETF September USEP Stock Holding History

Wealth Enhancement Advisory Services’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 		$388K Hold
2025
Q1 		$360K Sell
2024
Q4 		$385K Sell
2024
Q3 		$390K Buy
2024
Q2 		$319K Buy
2023
Q4 		– Sell
2023
Q3 		$470K Buy