MWM
UDEC

MinichMacGregor Wealth Management’s Innovator US Equity Ultra Buffer ETF December UDEC Stock Holding History

MinichMacGregor Wealth 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
2020
Q2 		– Sell
-42,388
Closed -$1.08M – 109
2020
Q1 		$1.08M Buy
+42,388
New +$1.11M 0.97% 26

Other funds holding UDEC

Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return
DLHL
Donald L. Hagan LLC Sarasota, Florida $204M AUM 7.4% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return
AAP
Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return

MinichMacGregor Wealth Management's UDEC Position: Q2 2020 in Review

MinichMacGregor Wealth Management sold out of Innovator US Equity Ultra Buffer ETF December (UDEC) in Q2 2020, closing a stake of 42,388 shares — an estimated $1.08M sold.

MinichMacGregor Wealth Management first reported a position in UDEC in Q1 2020 and held it in 1 quarter. The position peaked at $1.08M in Q1 2020. 15 funds tracked by Wall St. Rank hold UDEC as of Q2 2020.

  • MinichMacGregor Wealth Management reported no remaining Innovator US Equity Ultra Buffer ETF December position as of Q2 2020 after selling out during the quarter.
  • MinichMacGregor Wealth Management sold 42,388 Innovator US Equity Ultra Buffer ETF December shares in Q2 2020, an estimated $1.08M.
  • MinichMacGregor Wealth Management first reported a position in Innovator US Equity Ultra Buffer ETF December in Q1 2020 and held it in 1 quarter.
  • MinichMacGregor Wealth Management's Innovator US Equity Ultra Buffer ETF December position peaked at $1.08M in Q1 2020.
  • 15 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF December as of Q2 2020.

Based on MinichMacGregor Wealth Management's 13F filing for Q2 2020, filed 5 Aug 2020.