Kellett Wealth Advisors, LLC USEP Holdings History
Kellett Wealth Advisors, LLC's Innovator U.S. Equity Ultra Buffer ETF - September Holding Summary
As of 2025-03-31, Kellett Wealth Advisors, LLC held 828,812.00 shares of Innovator U.S. Equity Ultra Buffer ETF - September(USEP), totaling $28.52 Mil. This investment constitutes 19.76% of their stock portfolio, and Kellett Wealth Advisors, LLC now holds 21.81% of the outstanding Innovator U.S. Equity Ultra Buffer ETF - September(USEP) stock.
The initial trade took place in 2024Q3. And since then Kellett Wealth Advisors, LLC has made 1 purchases of USEP, at an average price of $34.05, for a total of 883,440.00 shares. In addition, there have been 2 sales at an average price of $35.24 for 54,628.00 shares. Based on historical transaction data and USEP's current price of $37.46, Kellett Wealth Advisors, LLC's estimated gain on his USEP holdings is $2.89 Mil, reflecting a 9.61% gain to date.
Kellett Wealth Advisors, LLC USEP ($37.46) Holding Chart
Kellett Wealth Advisors, LLC USEP ($37.46) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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