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icono de UDEC

Innovator US Equity Ultra Buffer ETF December
UDEC

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
MFG
101
MTM Financial Group
Pennsylvania
USD 228 k – – –
Beacon Pointe Advisors
102
Beacon Pointe Advisors
California
USD 227 k – – –
Talon Private Wealth
103
Talon Private Wealth
Florida
USD 226 k -USD 37.7 M -921,144 -99%
MWM
104
MY Wealth Management
Maryland
USD 220 k +USD 216 k +5,272 Nuevas
GWN Securities
105
GWN Securities
Florida
USD 218 k – – –
AIC
106
Archer Investment Corporation
Indiana
USD 217 k -USD 287 k -7,000 -57%
Betterment LLC
107
Betterment LLC
New York
USD 205 k +USD 201 k +4,908 Nuevas
DFA
108
DHJJ Financial Advisors
Illinois
USD 205 k – – –
Physician Wealth Advisors
109
Physician Wealth Advisors
Utah
USD 190 k – – –
TCM
110
Triumph Capital Management
Colorado
USD 145 k -USD 158 k -3,869 -53%
Wells Fargo
111
Wells Fargo
California
USD 137 k +USD 134 k +3,282 Nuevas
JP Morgan Chase
112
JP Morgan Chase
New York
USD 110 k +USD 108 k +2,645 Nuevas
Aptus Capital Advisors
113
Aptus Capital Advisors
Alabama
USD 100 k – – –
NWMP
114
Noble Wealth Management PBC
Colorado
USD 83.4 k – – –
IFP Advisors
115
IFP Advisors
Florida
USD 78.7 k +USD 56.4 k +1,378 +270%
Rockefeller Capital Management
116
Rockefeller Capital Management
New York
USD 70.6 k +USD 69.4 k +1,695 Nuevas
BIM
117
Bullseye Investment Management
Ohio
USD 66.7 k – – –
Morgan Stanley
118
Morgan Stanley
New York
USD 64.5 k +USD 19.3 k +471 +44%
Harbor Investment Advisory
119
Harbor Investment Advisory
Maryland
USD 60.8 k – – –
HIA
120
Highland Investment Advisors
Florida
USD 55.3 k +USD 54.3 k +1,326 Nuevas
Coppell Advisory Solutions
121
Coppell Advisory Solutions
Texas
USD 41.8 k +USD 416 k +10,143 Nuevas
RRMM
122
Regatta Research & Money Management
Louisiana
USD 23.2 k +USD 22.8 k +557 Nuevas
AssetMark Inc
123
AssetMark Inc
California
USD 18 k – – –
Ashton Thomas Private Wealth
124
Ashton Thomas Private Wealth
Arizona
USD 12.8 k -USD 38.5 k -941 -75%
EverSource Wealth Advisors
125
EverSource Wealth Advisors
Alabama
USD 12.5 k – – –
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