Koshinski Asset Management
UDEC

Koshinski Asset Management’s Innovator US Equity Ultra Buffer ETF December UDEC Stock Holding History

Koshinski Asset Management’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
-1,065
Closed -$31.8K – 1882
2022
Q1 		$31.8K Sell
1,065
-1,370
-56% -$40.6K ﹤0.01% 1269
2021
Q4 		$73.8K Sell
2,435
-185
-7% -$5.53K 0.01% 966
2021
Q3 		$77.6K Buy
+2,620
New +$77.6K 0.01% 944

Other funds holding UDEC

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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 $2B AUM 27.02% 1-Year Est. Return
AIC
Archer Investment Corporation Carmel, Indiana $522M AUM 26.29% 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 $6.31B AUM 20.77% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.51B AUM 33.02% 1-Year Est. Return

Koshinski Asset Management's UDEC Position: Q2 2022 in Review

Koshinski Asset Management sold out of Innovator US Equity Ultra Buffer ETF December (UDEC) in Q2 2022, closing a stake of 1,065 shares — an estimated $31.8K sold.

Koshinski Asset Management first reported a position in UDEC in Q3 2021 and held it in 3 quarters. The position peaked at $77.6K in Q3 2021. 35 funds tracked by Wall St. Rank hold UDEC as of Q2 2022.

  • Koshinski Asset Management reported no remaining Innovator US Equity Ultra Buffer ETF December position as of Q2 2022 after selling out during the quarter.
  • Koshinski Asset Management sold 1,065 Innovator US Equity Ultra Buffer ETF December shares in Q2 2022, an estimated $31.8K.
  • Koshinski Asset Management first reported a position in Innovator US Equity Ultra Buffer ETF December in Q3 2021 and held it in 3 quarters.
  • Koshinski Asset Management's Innovator US Equity Ultra Buffer ETF December position peaked at $77.6K in Q3 2021.
  • 35 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF December as of Q2 2022.

Based on Koshinski Asset Management's 13F filing for Q2 2022, filed 12 Jul 2022.