Northwestern Mutual Wealth Management
UDEC

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

Northwestern Mutual 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
2022
Q3 		– Sell
-572
Closed -$16K – 3407
2022
Q2 		$16K Buy
+572
New +$16.4K ﹤0.01% 2356

Other funds holding UDEC

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 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
AWA
Arete Wealth Advisors Chicago, Illinois $1.51B AUM 33.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Northwestern Mutual Wealth Management's UDEC Position: Q3 2022 in Review

Northwestern Mutual Wealth Management sold out of Innovator US Equity Ultra Buffer ETF December (UDEC) in Q3 2022, closing a stake of 572 shares — an estimated $16K sold.

Northwestern Mutual Wealth Management first reported a position in UDEC in Q2 2022 and held it in 1 quarter. The position peaked at $16K in Q2 2022. 32 funds tracked by Wall St. Rank hold UDEC as of Q3 2022.

  • Northwestern Mutual Wealth Management reported no remaining Innovator US Equity Ultra Buffer ETF December position as of Q3 2022 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 572 Innovator US Equity Ultra Buffer ETF December shares in Q3 2022, an estimated $16K.
  • Northwestern Mutual Wealth Management first reported a position in Innovator US Equity Ultra Buffer ETF December in Q2 2022 and held it in 1 quarter.
  • Northwestern Mutual Wealth Management's Innovator US Equity Ultra Buffer ETF December position peaked at $16K in Q2 2022.
  • 32 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF December as of Q3 2022.

Based on Northwestern Mutual Wealth Management's 13F filing for Q3 2022, filed 14 Nov 2022.