Sovran Advisors, LLC USEP Holdings History
Sovran Advisors, LLC's Innovator U.S. Equity Ultra Buffer ETF - September Holding Summary
As of 2025-06-30, Sovran Advisors, LLC held 601,067.00 shares of Innovator U.S. Equity Ultra Buffer ETF - September(USEP), totaling $22.21 Mil. This investment constitutes 2.33% of their stock portfolio, and Sovran Advisors, LLC now holds 16.79% of the outstanding Innovator U.S. Equity Ultra Buffer ETF - September(USEP) stock.
The initial trade took place in 2024Q4. And since then Sovran Advisors, LLC has made 2 purchases of USEP, at an average price of $35.13, for a total of 601,067.00 shares. Based on historical transaction data and USEP's current price of $37.28, Sovran Advisors, LLC's estimated gain on his USEP holdings is $1.29 Mil, reflecting a 6.12% gain to date.
Sovran Advisors, LLC USEP ($37.28) Holding Chart
Sovran Advisors, LLC USEP ($37.28) 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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