AW
UDEC

ACG Wealth’s Innovator US Equity Ultra Buffer ETF December UDEC Stock Holding History

ACG Wealth’s Portfolio UDEC Stock Details UDEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-8,400
Closed -$223K – 303
2020
Q2 		$223K Buy
+8,400
New +$218K 0.04% 247

Other funds holding UDEC

Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
DLHL
Donald L. Hagan LLC Sarasota, Florida $204M AUM 7.4% 1-Year Est. Return
SIA
Soltis Investment Advisors St. George, Utah $1.8B AUM 27.41% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

ACG Wealth's UDEC Position: Q3 2020 in Review

ACG Wealth sold out of Innovator US Equity Ultra Buffer ETF December (UDEC) in Q3 2020, closing a stake of 8,400 shares — an estimated $223K sold.

ACG Wealth first reported a position in UDEC in Q2 2020 and held it in 1 quarter. The position peaked at $223K in Q2 2020. 16 funds tracked by Wall St. Rank hold UDEC as of Q3 2020.

  • ACG Wealth reported no remaining Innovator US Equity Ultra Buffer ETF December position as of Q3 2020 after selling out during the quarter.
  • ACG Wealth sold 8,400 Innovator US Equity Ultra Buffer ETF December shares in Q3 2020, an estimated $223K.
  • ACG Wealth first reported a position in Innovator US Equity Ultra Buffer ETF December in Q2 2020 and held it in 1 quarter.
  • ACG Wealth's Innovator US Equity Ultra Buffer ETF December position peaked at $223K in Q2 2020.
  • 16 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF December as of Q3 2020.

Based on ACG Wealth's 13F filing for Q3 2020, filed 12 Nov 2020.