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UDEC

Atria Investments’s Innovator US Equity Ultra Buffer ETF December UDEC Stock Holding History

Atria Investments’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
2021
Q1 		– Sell
-500,660
Closed -$14.2M – 752
2020
Q4 		$14.2M Buy
+500,660
New +$14M 0.34% 64
2020
Q1 		– Sell
-11,894
Closed -$317K – 1152
2019
Q4 		$317K Buy
+11,894
New +$315K 0.01% 956

Other funds holding UDEC

TWM
Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
DLHL
Donald L. Hagan LLC Sarasota, Florida $204M AUM 7.4% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return
AIC
Archer Investment Corporation Carmel, Indiana $469M AUM 19.1% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Atria Investments's UDEC Position: Q1 2021 in Review

Atria Investments sold out of Innovator US Equity Ultra Buffer ETF December (UDEC) in Q1 2021, closing a stake of 500,660 shares — an estimated $14.2M sold.

Atria Investments first reported a position in UDEC in Q4 2019 and held it in 2 quarters. The position peaked at $14.2M in Q4 2020. 33 funds tracked by Wall St. Rank hold UDEC as of Q1 2021.

  • Atria Investments reported no remaining Innovator US Equity Ultra Buffer ETF December position as of Q1 2021 after selling out during the quarter.
  • Atria Investments sold 500,660 Innovator US Equity Ultra Buffer ETF December shares in Q1 2021, an estimated $14.2M.
  • Atria Investments first reported a position in Innovator US Equity Ultra Buffer ETF December in Q4 2019 and held it in 2 quarters.
  • Atria Investments's Innovator US Equity Ultra Buffer ETF December position peaked at $14.2M in Q4 2020.
  • 33 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF December as of Q1 2021.

Based on Atria Investments's 13F filing for Q1 2021, filed 11 May 2021.