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 $1.8B AUM 27.41% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

MOS

MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return

BCM

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

MAM

Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return

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

KWM

KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return

CRWM

Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Comprehensive Financial Consultants Institutional's UDEC Position: Q3 2023 in Review

Comprehensive Financial Consultants Institutional sold out of Innovator US Equity Ultra Buffer ETF December (UDEC) in Q3 2023, closing a stake of 13,520 shares — an estimated $413K sold.

Comprehensive Financial Consultants Institutional first reported a position in UDEC in Q4 2021 and held it in 7 quarters. The position peaked at $413K in Q2 2023. 48 funds tracked by Wall St. Rank hold UDEC as of Q3 2023.

Comprehensive Financial Consultants Institutional reported no remaining Innovator US Equity Ultra Buffer ETF December position as of Q3 2023 after selling out during the quarter.
Comprehensive Financial Consultants Institutional sold 13,520 Innovator US Equity Ultra Buffer ETF December shares in Q3 2023, an estimated $413K.
Comprehensive Financial Consultants Institutional first reported a position in Innovator US Equity Ultra Buffer ETF December in Q4 2021 and held it in 7 quarters.
Comprehensive Financial Consultants Institutional's Innovator US Equity Ultra Buffer ETF December position peaked at $413K in Q2 2023.
48 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF December as of Q3 2023.

Based on Comprehensive Financial Consultants Institutional's 13F filing for Q3 2023, filed 13 Nov 2023.