BFC
UDEC

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 $9.96B AUM 23.61% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.32B AUM 16.07% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $1.72B AUM 19.92% 1-Year Est. Return
AIC
Archer Investment Corporation Carmel, Indiana $469M AUM 19.1% 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 $4.22B AUM 14.68% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return