CWS
UDEC

Cypress Wealth Services’s Innovator US Equity Ultra Buffer ETF December UDEC Stock Holding History

Cypress Wealth Services’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
-18,335
Closed -$560K – 257
2023
Q2 		$560K Hold
18,335
– – 0.15% 124
2023
Q1 		$523K Hold
18,335
– – 0.15% 120
2022
Q4 		$503K Buy
+18,335
New +$511K 0.16% 118

Other funds holding UDEC

SIA
Soltis Investment Advisors St. George, Utah $1.8B AUM 27.41% 1-Year Est. Return
NA
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
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 $531M AUM 31.77% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cypress Wealth Services's UDEC Position: Q3 2023 in Review

Cypress Wealth Services sold out of Innovator US Equity Ultra Buffer ETF December (UDEC) in Q3 2023, closing a stake of 18,335 shares — an estimated $560K sold.

Cypress Wealth Services first reported a position in UDEC in Q4 2022 and held it in 3 quarters. The position peaked at $560K in Q2 2023. 48 funds tracked by Wall St. Rank hold UDEC as of Q3 2023.

  • Cypress Wealth Services reported no remaining Innovator US Equity Ultra Buffer ETF December position as of Q3 2023 after selling out during the quarter.
  • Cypress Wealth Services sold 18,335 Innovator US Equity Ultra Buffer ETF December shares in Q3 2023, an estimated $560K.
  • Cypress Wealth Services first reported a position in Innovator US Equity Ultra Buffer ETF December in Q4 2022 and held it in 3 quarters.
  • Cypress Wealth Services's Innovator US Equity Ultra Buffer ETF December position peaked at $560K in Q2 2023.
  • 48 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF December as of Q3 2023.

Based on Cypress Wealth Services's 13F filing for Q3 2023, filed 13 Oct 2023.