Michael S. Ryan Inc
UDEC icon

Michael S. Ryan Inc’s Innovator US Equity Ultra Buffer ETF December UDEC Stock Holding History

Michael S. Ryan Inc’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
-39,613
Closed -$1.2M – 56
2023
Q2 		$1.2M Buy
+39,613
New +$1.15M 1.1% 19

Other funds holding UDEC

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NewEdge Advisors
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MGO One Seven
MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
MAM
Milestone Asset Management Pittsburgh, Pennsylvania $631M AUM 19.95% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KFG Wealth Management
KFG Wealth Management Granger, Indiana $922M AUM 10.87% 1-Year Est. Return
Foundations Investment Advisors
Foundations Investment Advisors Phoenix, Arizona $9.7B AUM 29.41% 1-Year Est. Return
Castle Rock Wealth Management
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

Michael S. Ryan Inc's UDEC Position: Q3 2023 in Review

Michael S. Ryan Inc sold out of Innovator US Equity Ultra Buffer ETF December (UDEC) in Q3 2023, closing a stake of 39,613 shares — an estimated $1.2M sold.

Michael S. Ryan Inc first reported a position in UDEC in Q2 2023 and held it in 1 quarter. The position peaked at $1.2M in Q2 2023. 48 funds tracked by Wall St. Rank hold UDEC as of Q3 2023.

  • Michael S. Ryan Inc reported no remaining Innovator US Equity Ultra Buffer ETF December position as of Q3 2023 after selling out during the quarter.
  • Michael S. Ryan Inc sold 39,613 Innovator US Equity Ultra Buffer ETF December shares in Q3 2023, an estimated $1.2M.
  • Michael S. Ryan Inc first reported a position in Innovator US Equity Ultra Buffer ETF December in Q2 2023 and held it in 1 quarter.
  • Michael S. Ryan Inc's Innovator US Equity Ultra Buffer ETF December position peaked at $1.2M in Q2 2023.
  • 48 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF December as of Q3 2023.

Based on Michael S. Ryan Inc's 13F filing for Q3 2023, filed 1 Nov 2023.