USEP β€” INNOVATOR ETFS TRUST

Ownership history in Prairie Wealth Advisors, Inc.  Β·  8 quarters on record

AI Ownership Summary

Prairie Wealth Advisors, Inc. reported INNOVATOR ETFS TRUST (USEP) in 8 quarterly 13F filings from 2024 Q1 through 2025 Q4. Peak portfolio weight reached 0.37% in 2024 Q3. The latest visible filing shows USEP at 0.36% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this USEP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Prairie Wealth Advisors, Inc.'s position in INNOVATOR ETFS TRUST, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

USEP was reported at 0.36% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.37% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Prairie Wealth Advisors, Inc. held USEP β€” position size vs. price
% of Fund (quarterly)    USEP price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED β€” -21,491 -100.0% 0.36% $845K 2026-02-14 (Est.) $39.35
2025 Q3 UNCHANGED 21,491 β€” 0% 0.34% $831K 2025-11-14 $38.75
2025 Q2 UNCHANGED 21,491 β€” 0% 0.34% $792K 2025-08-04 $37.49
2025 Q1 UNCHANGED 21,491 β€” 0% 0.36% $740K 2025-04-22 $33.35
2024 Q4 UNCHANGED 21,491 β€” 0% 0.36% $756K 2025-01-28 $35.78
2024 Q3 UNCHANGED 21,491 β€” 0% 0.37% $747K 2024-11-07 $35.26
2024 Q2 UNCHANGED 21,491 β€” 0% 0.37% $726K 2024-08-14 $34.09
2024 Q1 INITIATED 21,491 β€” β€” 0.33% $708K 2024-05-15 $33.37

FAQ About Prairie Wealth Advisors, Inc. and USEP

These are the practical questions this page is built to answer before you even open the full history table.

How long has Prairie Wealth Advisors, Inc. reported owning USEP?

Prairie Wealth Advisors, Inc. reported USEP across 8 quarterly 13F filings, from 2024 Q1 through 2025 Q4.

What was the largest reported USEP position in Prairie Wealth Advisors, Inc.'s portfolio?

The largest reported portfolio weight for USEP was 0.37% in 2024 Q3.

What is the latest reported USEP position on this page?

The latest section of the table and chart shows the most recent reported USEP position for Prairie Wealth Advisors, Inc..

What does the chart on this USEP ownership page compare?

The chart compares Prairie Wealth Advisors, Inc.'s quarterly USEP portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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