On this page, we present all of the funds holding USEP from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding USEP, with a link to that fund's top holdings. The next columns indicate the amount of USEP stock held by each of the funds holding USEP, followed by the USEP position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 54 funds holding USEP within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Outlook Wealth Advisors LLC. For more details on the positions held by Outlook Wealth Advisors LLC (or by any of the other funds holding USEP), click the fund name in the "Holder" column of the funds-holding-USEP table below.

Holder	Amount	Position Size ($ in 1000's)	As of
Outlook Wealth Advisors LLC	463,456	$14,513	12/31/2023
USEP	463,456	$14,513	12/31/2023
Royal Bank of Canada	125,045	$3,915	12/31/2023
USEP	125,045	$3,915	12/31/2023
Envestnet Asset Management Inc.	108,424	$3,395	12/31/2023
USEP	108,424	$3,395	12/31/2023
Archer Investment Corp	106,458	$3,334	12/31/2023
USEP	106,458	$3,334	12/31/2023
Advisor Group Holdings Inc.	82,956	$2,598	12/31/2023
USEP	82,956	$2,598	12/31/2023
KFG Wealth Management LLC	76,507	$2,521	03/31/2024
USEP	76,507	$2,521	03/31/2024
Sageworth Trust Co	58,388	$1,924	03/31/2024
USEP	58,388	$1,924	03/31/2024
Brookstone Capital Management	57,162	$1,883	03/31/2024
USEP	57,162	$1,883	03/31/2024
Kestra Advisory Services LLC	55,108	$1,726	12/31/2023
USEP	55,108	$1,726	12/31/2023
C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors	54,719	$1,714	12/31/2023
USEP	54,719	$1,714	12/31/2023
IHT Wealth Management LLC	46,539	$1,457	12/31/2023
USEP	46,539	$1,457	12/31/2023
Commonwealth Equity Services LLC	45,068	$1,411	12/31/2023
USEP	45,068	$1,411	12/31/2023
Arete Wealth Advisors LLC	43,780	$1,371	12/31/2023
USEP	43,780	$1,371	12/31/2023
Truist Financial Corp	42,875	$1,343	12/31/2023
USEP	42,875	$1,343	12/31/2023
Strategic Blueprint LLC	38,194	$1,196	12/31/2023
USEP	38,194	$1,196	12/31/2023
Central Valley Advisors LLC	28,186	$929	03/31/2024
USEP	28,186	$929	03/31/2024
Cambridge Investment Research Advisors Inc.	29,345	$919	12/31/2023
USEP	29,345	$919	12/31/2023
LPL Financial LLC	26,964	$844	12/31/2023
USEP	26,964	$844	12/31/2023
Spire Wealth Management	20,149	$637	12/31/2023
USEP	20,149	$637	12/31/2023
Money Concepts Capital Corp	19,538	$612	12/31/2023
USEP	19,538	$612	12/31/2023
First Commonwealth Financial Corp PA	19,327	$605	12/31/2023
USEP	19,327	$605	12/31/2023
MML Investors Services LLC	19,214	$602	12/31/2023
USEP	19,214	$602	12/31/2023
Susquehanna International Group LLP	17,872	$560	12/31/2023
USEP	17,872	$560	12/31/2023
Garden State Investment Advisory Services LLC	17,415	$545	12/31/2023
USEP	17,415	$545	12/31/2023
OLD Mission Capital LLC	17,121	$536	12/31/2023
USEP	17,121	$536	12/31/2023
Bedel Financial Consulting Inc.	14,593	$457	12/31/2023
USEP	14,593	$457	12/31/2023
Avantax Advisory Services Inc.	14,212	$445	12/31/2023
USEP	14,212	$445	12/31/2023
Continuum Advisory LLC	12,791	$401	12/31/2023
USEP	12,791	$401	12/31/2023
AE Wealth Management LLC	11,158	$355	12/31/2023
USEP	11,158	$355	12/31/2023
Atticus Wealth Management LLC	10,000	$329	03/31/2024
USEP	10,000	$329	03/31/2024
Berger Financial Group Inc	9,594	$316	03/31/2024
USEP	9,594	$316	03/31/2024
Cornerstone Wealth Group LLC	9,416	$310	03/31/2024
USEP	9,416	$310	03/31/2024
Townsquare Capital LLC	9,793	$307	12/31/2023
USEP	9,793	$307	12/31/2023
Miracle Mile Advisors LLC	9,015	$297	03/31/2024
USEP	9,015	$297	03/31/2024
Raymond James Financial Services Advisors Inc.	8,855	$277	12/31/2023
USEP	8,855	$277	12/31/2023
FC Advisory LLC	6,872	$215	12/31/2023
USEP	6,872	$215	12/31/2023
Visionary Wealth Advisors	6,804	$213	12/31/2023
USEP	6,804	$213	12/31/2023
Strata Wealth Advisors LLC	6,414	$211	03/31/2024
USEP	6,414	$211	03/31/2024
RFG Advisory LLC	6,336	$209	03/31/2024
USEP	6,336	$209	03/31/2024
Fermata Advisors LLC	6,298	$207	03/31/2024
USEP	6,298	$207	03/31/2024
Harbour Investments Inc.	6,520	$204	12/31/2023
USEP	6,520	$204	12/31/2023
Worth Financial Advisory Group LLC	6,400	$200	12/31/2023
USEP	6,400	$200	12/31/2023
Sugarloaf Wealth Management LLC	6,237	$195	12/31/2023
USEP	6,237	$195	12/31/2023
WealthShield Partners LLC	5,682	$178	12/31/2023
USEP	5,682	$178	12/31/2023
Morgan Stanley	3,500	$110	12/31/2023
USEP	3,500	$110	12/31/2023
Atlantic Private Wealth LLC	3,500	$110	12/31/2023
USEP	3,500	$110	12/31/2023
Steward Partners Investment Advisory LLC	3,368	$105	12/31/2023
USEP	3,368	$105	12/31/2023
DHJJ Financial Advisors Ltd.	2,990	$99	03/31/2024
USEP	2,990	$99	03/31/2024
Bank of Montreal Can	900	$28	12/31/2023
USEP	900	$28	12/31/2023
CGC Financial Services LLC	594	$19	12/31/2023
USEP	594	$19	12/31/2023
SageView Advisory Group LLC	444,157	$14	12/31/2023
USEP	444,157	$14	12/31/2023
CWM LLC	140	$5	03/31/2024
USEP	140	$5	03/31/2024
UBS Group AG	115	$4	12/31/2023
USEP	115	$4	12/31/2023
Newbridge Financial Services Group Inc.	74	$2	12/31/2023
USEP	74	$2	12/31/2023
Proequities Inc.	0	$0	12/31/2023
USEP	0	$0	12/31/2023

See Summary: Institutional Holders of USEP
See Details: Top 10 Hedge Funds Holding USEP
Also See: USEP Holdings Changes

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