USEP icon

Innovator US Equity Ultra Buffer ETF September

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

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

50% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 26

Holders
68
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PWA
26
Prairie Wealth Advisors
Nebraska
$792K
LPL Financial
27
LPL Financial
California
$739K
FCFC
28
First Commonwealth Financial Corp
Pennsylvania
$712K
MML Investors Services
29
MML Investors Services
Massachusetts
$682K
OMC
30
Old Mission Capital
Illinois
$591K
Raymond James Financial
31
Raymond James Financial
Florida
$590K
BFC
32
Bedel Financial Consulting
Indiana
$538K
PA
33
PFG Advisors
Arizona
$524K
HI
34
Harbour Investments
Wisconsin
$484K
WTFG
35
Wood Tarver Financial Group
Idaho
$471K
GSIAS
36
Garden State Investment Advisory Services
New Jersey
$467K
AF
37
Allworth Financial
California
$458K
CA
38
Continuum Advisory
Idaho
$436K
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
CWG
44
Cornerstone Wealth Group
North Carolina
$347K
AIC
45
Archer Investment Corporation
Indiana
$345K
MMA
46
Miracle Mile Advisors
California
$332K
OWA
47
Outlook Wealth Advisors
Texas
$325K
GS
48
GTS Securities
New York
$302K
PAS
49
PKS Advisory Services
New York
$285K
CWA
50
Core Wealth Advisors
Florida
$284K