AIA
UDEC

Alera Investment Advisors’s Innovator US Equity Ultra Buffer ETF December UDEC Stock Holding History

Alera Investment Advisors’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
2024
Q1 		– Sell
-17,294
Closed -$554K – 179
2023
Q4 		$554K Hold
17,294
– – 0.07% 115
2023
Q3 		$508K Hold
17,294
– – 0.08% 109
2023
Q2 		$522K Hold
17,294
– – 0.11% 110
2023
Q1 		$493K Hold
17,294
– – 0.11% 115
2022
Q4 		$474K Hold
17,294
– – 0.11% 111
2022
Q3 		$482K Hold
17,294
– – 0.14% 103
2022
Q2 		$481K Sell
17,294
-50
-0.3% -$1.43K 0.13% 107
2022
Q1 		$518K Sell
17,344
-11
-0.1% -$326 0.12% 116
2021
Q4 		$526K Hold
17,355
– – 0.14% 52
2021
Q3 		$514K Hold
17,355
– – 0.15% 51
2021
Q2 		$512K Hold
17,355
– – 0.15% 50
2021
Q1 		$503K Buy
+17,355
New +$497K 0.17% 47

Other funds holding UDEC

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $4.98B AUM 22.72% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
MAM
Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $774M AUM 12.78% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Alera Investment Advisors's UDEC Position: Q1 2024 in Review

Alera Investment Advisors sold out of Innovator US Equity Ultra Buffer ETF December (UDEC) in Q1 2024, closing a stake of 17,294 shares — an estimated $554K sold.

Alera Investment Advisors first reported a position in UDEC in Q1 2021 and held it in 12 quarters. The position peaked at $554K in Q4 2023. 56 funds tracked by Wall St. Rank hold UDEC as of Q1 2024.

  • Alera Investment Advisors reported no remaining Innovator US Equity Ultra Buffer ETF December position as of Q1 2024 after selling out during the quarter.
  • Alera Investment Advisors sold 17,294 Innovator US Equity Ultra Buffer ETF December shares in Q1 2024, an estimated $554K.
  • Alera Investment Advisors first reported a position in Innovator US Equity Ultra Buffer ETF December in Q1 2021 and held it in 12 quarters.
  • Alera Investment Advisors's Innovator US Equity Ultra Buffer ETF December position peaked at $554K in Q4 2023.
  • 56 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF December as of Q1 2024.

Based on Alera Investment Advisors's 13F filing for Q1 2024, filed 10 May 2024.