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Innovator US Equity Ultra Buffer ETF September
USEP

Overview Fund Activity

68 hedge funds and large institutions have $102M invested in Innovator US Equity Ultra Buffer ETF September in 2025 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 13 increasing their positions, 26 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
68
Holders Change
–
Holders Change %
0%
% of All Funds
0.91%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
5
Increased
13
Reduced
26
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SW
Simplicity Wealth
New Jersey
$6.17M
2
SA
Sovran Advisors
California
$22.2M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$1.1M
4
PA
PFG Advisors
Arizona
$524K
5
PCA
Prosperity Capital Advisors
Ohio
$5.1M

Top Sellers

1
KWA
Kellett Wealth Advisors
Ohio
$22.4M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.82M
3
FIA
Foundations Investment Advisors
Arizona
$232K
4
OMC
Old Mission Capital
Illinois
$591K
5
FA
Fermata Advisors
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PWA
26
Prairie Wealth Advisors
Nebraska
$792K – – –
LPL Financial
27
LPL Financial
California
$739K -$31.3K -850 -4%
FCFC
28
First Commonwealth Financial Corp
Pennsylvania
$712K – – –
MML Investors Services
29
MML Investors Services
Massachusetts
$682K +$4.53K +123 +0.7%
OMC
30
Old Mission Capital
Illinois
$591K -$374K -10,135 -39%
Raymond James Financial
31
Raymond James Financial
Florida
$590K +$112K +3,039 +23%
BFC
32
Bedel Financial Consulting
Indiana
$538K – – –
PA
33
PFG Advisors
Arizona
$524K +$524K +14,219 New
HI
34
Harbour Investments
Wisconsin
$484K – – –
WTFG
35
Wood Tarver Financial Group
Idaho
$471K – – –
GSIAS
36
Garden State Investment Advisory Services
New Jersey
$467K -$9.21K -250 -2%
AF
37
Allworth Financial
California
$458K -$8.33K -226 -2%
CA
38
Continuum Advisory
Idaho
$436K -$2.54K -69 -0.6%
AAS
39
Avantax Advisory Services
Texas
$423K – – –
Wealth Enhancement Advisory Services
40
Wealth Enhancement Advisory Services
Minnesota
$388K – – –
W
41
WorthPointe
California
$377K – – –
AWM
42
Atticus Wealth Management
Florida
$369K – – –
AWM
43
AE Wealth Management
Kansas
$348K -$159K -4,316 -31%
CWG
44
Cornerstone Wealth Group
North Carolina
$347K – – –
AIC
45
Archer Investment Corporation
Indiana
$345K -$6.19K -168 -2%
MMA
46
Miracle Mile Advisors
California
$332K – – –
OWA
47
Outlook Wealth Advisors
Texas
$325K -$65.3K -1,773 -17%
GS
48
GTS Securities
New York
$302K +$302K +8,199 New
PAS
49
PKS Advisory Services
New York
$285K -$9.51K -258 -3%
CWA
50
Core Wealth Advisors
Florida
$284K -$109K -2,956 -28%
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