Back to Steward Partners Investment Advisory, LLC Steward Partners Investment Advisory, LLC

USEPUSEP
Showing 8 of 11 quarters

Position history for Steward Partners Investment Advisory, LLCSteward Partners Investment Advisory, LLC's holdings in INNOVATOR ETFS TRUST

Steward Partners Investment Advisory, LLC holds 3,368 shares of USEP (INNOVATOR ETFS TRUST), worth $139,199 as of 2026-Q2. USEP represents 0.0% of Steward Partners Investment Advisory, LLC's portfolio.

Current Value

$139,199

Current Shares

3,368

Total Value Change

-$9,071

Total Shares Change

-900

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Unchanged
3,368
0.0%
$139,1990.0%$41.33
0
2026-Q1
Unchanged
3,368
0.0%
$130,2380.0%$39.41
0
2025-Q4
Unchanged
3,368
0.0%
$132,4660.0%$39.46
0
2025-Q3
Unchanged
3,368
0.0%
$130,2410.0%$38.61
0
2025-Q2
Decreased
3,368
-21.1%
$124,1280.0%$36.74
0
2025-Q1
Unchanged
4,268
0.0%
$146,8670.0%$34.30
0
2024-Q4
Unchanged
4,268
0.0%
$150,2160.0%$35.28
0
2024-Q3
Increased
4,268
+26.7%
$148,2700.0%$34.69
28

Other major holders of USEP: AE Wealth Management LLC, COMMONWEALTH EQUITY SERVICES, LLC, ENVESTNET ASSET MANAGEMENT INC

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used