Foundations Investment Advisors, LLC Innovator U.S. Equity Ultra Bu Transaction History

Foundations Investment Advisors, LLC

  • $6.26 Billion
  • Q3 2025

A detailed history of Foundations Investment Advisors, LLC transactions in Innovator U.S. Equity Ultra Bu stock. As of the latest transaction made, Foundations Investment Advisors, LLC holds 17,017 shares of USEP stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares
17,017
Previous 6,294 170.37%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 03, 2025
BUY
N/A
10,723 Added 170.37%
17,017 $0
Q2 2025

Aug 08, 2025
SELL
N/A
-15,555 Reduced 71.19%
6,294 $0
Q1 2025

May 07, 2025
BUY
N/A
14,609 Added 201.78%
21,849 $0
Q4 2024

Jan 22, 2025
BUY
N/A
7,240 New
7,240 $0
Q3 2023

Oct 05, 2023
BUY
N/A
8,087 New
8,087 $0

Others Institutions Holding USEP

# of Institutions
83
Shares Held
4.75M
Call Options Held
0
Put Options Held
0
View Full List

About INNOVATOR U.S. EQUITY ULTRA BU

USEP Quotes by TradingView
  • Ticker USEP
More about USEP
Track This Portfolio

Track Foundations Investment Advisors, LLC Portfolio

Follow Foundations Investment Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Foundations Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Foundations Investment Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email