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Innovator US Equity Ultra Buffer ETF September
USEP

Overview Fund Activity

68 hedge funds and large institutions have $97.6M invested in Innovator US Equity Ultra Buffer ETF September in 2025 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 9 increasing their positions, 31 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
68
Holders Change
-8
Holders Change %
-10.53%
% of All Funds
0.92%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
3
Increased
9
Reduced
31
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SA
Sovran Advisors
California
+$1.09M
2
PCA
Prosperity Capital Advisors
Ohio
+$550K
3
FIA
Foundations Investment Advisors
Arizona
+$503K
4
SW
Simplicity Wealth
New Jersey
+$402K
5
OMC
Old Mission Capital
Illinois
+$268K

Top Sellers

1
BCM
Brookstone Capital Management
Illinois
-$28.2M
2
TPW
Talon Private Wealth
Florida
-$9.46M
3
KWA
Kellett Wealth Advisors
Ohio
-$1.18M
4
SAG
SageView Advisory Group
California
-$843K
5
KWM
KFG Wealth Management
Indiana
-$590K
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
26
LPL Financial
California
$719K -$5.13K -149 -0.7%
FCFC
27
First Commonwealth Financial Corp
Pennsylvania
$665K – – –
MML Investors Services
28
MML Investors Services
Massachusetts
$633K -$28K -812 -4%
BFC
29
Bedel Financial Consulting
Indiana
$503K – – –
AWM
30
AE Wealth Management
Kansas
$474K +$116K +3,362 +32%
HI
31
Harbour Investments
Wisconsin
$452K -$50.7K -1,474 -10%
Raymond James Financial
32
Raymond James Financial
Florida
$446K – – –
GSIAS
33
Garden State Investment Advisory Services
New Jersey
$444K -$51.6K -1,500 -10%
WTFG
34
Wood Tarver Financial Group
Idaho
$440K -$44.3K -1,288 -9%
Citadel Advisors
35
Citadel Advisors
Florida
$439K +$235K +6,823 +115%
AF
36
Allworth Financial
California
$430K -$4.96K -146 -1%
CA
37
Continuum Advisory
Idaho
$409K -$9.36K -272 -2%
SW
38
Simplicity Wealth
New Jersey
$402K +$402K +11,694 New
AAS
39
Avantax Advisory Services
Texas
$395K – – –
CWA
40
Core Wealth Advisors
Florida
$367K – – –
OWA
41
Outlook Wealth Advisors
Texas
$365K -$67.6K -1,964 -16%
Wealth Enhancement Advisory Services
42
Wealth Enhancement Advisory Services
Minnesota
$360K -$16K -465 -4%
W
43
WorthPointe
California
$352K – – –
AWM
44
Atticus Wealth Management
Florida
$344K – – –
AIC
45
Archer Investment Corporation
Indiana
$328K -$7.33K -213 -2%
CWG
46
Cornerstone Wealth Group
North Carolina
$324K – – –
FA
47
Fermata Advisors
California
$316K -$2.1K -61 -0.7%
MMA
48
Miracle Mile Advisors
California
$310K – – –
RWM
49
Riverchase Wealth Management
Texas
$300K -$14.6K -425 -5%
PAS
50
PKS Advisory Services
New York
$275K -$203K -5,885 -42%
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