AF
UDEC

Advisornet Financial’s Innovator US Equity Ultra Buffer ETF December UDEC Stock Holding History

Advisornet Financial’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
-125
Closed -$3K – 1883
2020
Q2 		$3K Hold
125
– – ﹤0.01% 1552
2020
Q1 		$3K Hold
125
– – ﹤0.01% 1538
2019
Q4 		$3K Buy
+125
New +$3.31K ﹤0.01% 1639

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 $531M AUM 31.77% 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

Advisornet Financial's UDEC Position: Q3 2020 in Review

Advisornet Financial sold out of Innovator US Equity Ultra Buffer ETF December (UDEC) in Q3 2020, closing a stake of 125 shares — an estimated $3K sold.

Advisornet Financial first reported a position in UDEC in Q4 2019 and held it in 3 quarters. The position peaked at $3K in Q2 2020. 16 funds tracked by Wall St. Rank hold UDEC as of Q3 2020.

  • Advisornet Financial reported no remaining Innovator US Equity Ultra Buffer ETF December position as of Q3 2020 after selling out during the quarter.
  • Advisornet Financial sold 125 Innovator US Equity Ultra Buffer ETF December shares in Q3 2020, an estimated $3K.
  • Advisornet Financial first reported a position in Innovator US Equity Ultra Buffer ETF December in Q4 2019 and held it in 3 quarters.
  • Advisornet Financial's Innovator US Equity Ultra Buffer ETF December position peaked at $3K in Q2 2020.
  • 16 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF December as of Q3 2020.

Based on Advisornet Financial's 13F filing for Q3 2020, filed 6 Nov 2020.