CFCI
UDEC

Comprehensive Financial Consultants Institutional’s Innovator US Equity Ultra Buffer ETF December UDEC Stock Holding History

Comprehensive Financial Consultants Institutional’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
2023
Q3 		– Sell
-13,520
Closed -$413K – 166
2023
Q2 		$413K Hold
13,520
– – 0.22% 113
2023
Q1 		$385K Hold
13,520
– – 0.22% 115
2022
Q4 		$377K Buy
13,520
+328
+2% +$9.15K 0.23% 114
2022
Q3 		$368K Hold
13,192
– – 0.24% 113
2022
Q2 		$367K Hold
13,192
– – 0.26% 116
2022
Q1 		$378K Hold
13,192
– – 0.26% 112
2021
Q4 		$388K Buy
+13,192
New +$394K 0.25% 104

Other funds holding UDEC

SIA
Soltis Investment Advisors St. George, Utah $1.54B AUM 23.87% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $4.98B AUM 22.72% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return
MAM
Milestone Asset Management Pittsburgh, Pennsylvania $635M AUM 22.1% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $773M AUM 12.78% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.06B AUM 24.97% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return