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

Bedel Financial Consulting’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
2022 Q2	–	Sell	-1,748	Closed	-$52K	–	850
2022 Q1	$52K	Buy	1,748 +503	+40%	+$14.9K	0.02%	384
2021 Q4	$38K	Sell	1,245 -352	-22%	-$10.5K	0.01%	451
2021 Q3	$47K	Sell	1,597 -300	-16%	-$8.88K	0.02%	386
2021 Q2	$56K	Hold	1,897	–	–	0.02%	359
2021 Q1	$55K	Hold	1,897	–	–	0.02%	350
2020 Q4	$54K	Buy	1,897 +704	+59%	+$19.7K	0.02%	308
2020 Q3	$33K	Buy	+1,193	New	+$32.4K	0.02%	356

Other funds holding UDEC

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

KWM

Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CRWM

Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return

Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return

AIC

Archer Investment Corporation Carmel, Indiana $522M AUM 26.29% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.51B AUM 33.02% 1-Year Est. Return

Bedel Financial Consulting's UDEC Position: Q2 2022 in Review

Bedel Financial Consulting sold out of Innovator US Equity Ultra Buffer ETF December (UDEC) in Q2 2022, closing a stake of 1,748 shares — an estimated $52K sold.

Bedel Financial Consulting first reported a position in UDEC in Q3 2020 and held it in 7 quarters. The position peaked at $56K in Q2 2021. 35 funds tracked by Wall St. Rank hold UDEC as of Q2 2022.

Bedel Financial Consulting reported no remaining Innovator US Equity Ultra Buffer ETF December position as of Q2 2022 after selling out during the quarter.
Bedel Financial Consulting sold 1,748 Innovator US Equity Ultra Buffer ETF December shares in Q2 2022, an estimated $52K.
Bedel Financial Consulting first reported a position in Innovator US Equity Ultra Buffer ETF December in Q3 2020 and held it in 7 quarters.
Bedel Financial Consulting's Innovator US Equity Ultra Buffer ETF December position peaked at $56K in Q2 2021.
35 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF December as of Q2 2022.

Based on Bedel Financial Consulting's 13F filing for Q2 2022, filed 4 Aug 2022.