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Worth Financial Advisory Group’s Innovator US Equity Ultra Buffer ETF September USEP Stock Holding History

Worth Financial Advisory Group’s Portfolio USEP Stock Details USEP Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-6,910
Closed -$240K – 173
2024
Q3 		$240K Buy
+6,910
New +$240K 0.14% 149
2024
Q1 		– Sell
-6,400
Closed -$200K – 146
2023
Q4 		$200K Buy
+6,400
New +$200K 0.16% 126