NFG
UDEC

Next Financial Group’s Innovator US Equity Ultra Buffer ETF December UDEC Stock Holding History

Next Financial Group’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
2021
Q4 		$65K Buy
+2,155
New +$64.4K ﹤0.01% 1359

Other funds holding UDEC

KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SIA
Soltis Investment Advisors St. George, Utah $1.59B AUM 23.87% 1-Year Est. Return
AIC
Archer Investment Corporation Carmel, Indiana $469M AUM 19.1% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CAG
Compass Advisory Group Melville, New York $374M AUM 14.59% 1-Year Est. Return
TWM
Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return

Next Financial Group's UDEC Position: Q4 2021 in Review

Next Financial Group opened a new position in Innovator US Equity Ultra Buffer ETF December (UDEC) in Q4 2021: 2,155 shares worth $65K. The stake represents ﹤0.01% of the portfolio and ranks #1359 among its holdings.

32 funds tracked by Wall St. Rank hold UDEC as of Q4 2021.

  • Next Financial Group held 2,155 shares of Innovator US Equity Ultra Buffer ETF December worth $65K as of Q4 2021.
  • Innovator US Equity Ultra Buffer ETF December was a new Next Financial Group position in Q4 2021.
  • Innovator US Equity Ultra Buffer ETF December made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1359 holding.
  • 32 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF December as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.