JWBC
UDEC

John W. Brooker & Co’s Innovator US Equity Ultra Buffer ETF December UDEC Stock Holding History

John W. Brooker & Co’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
Q4 		– Sell
-4,300
Closed -$120K – 177
2022
Q3 		$120K Hold
4,300
– – 0.08% 62
2022
Q2 		$120K Hold
4,300
– – 0.07% 59
2022
Q1 		$128K Buy
+4,300
New +$127K 0.07% 61

Other funds holding UDEC

AWA
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FA
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NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
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
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
CRWM
Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return