RIA
UDEC

Regal Investment Advisors’s Innovator US Equity Ultra Buffer ETF December UDEC Stock Holding History

Regal Investment Advisors’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
Q1 		– Sell
-8,545
Closed -$228K – 288
2019
Q4 		$228K Buy
+8,545
New +$227K 0.04% 299

Other funds holding UDEC

DLHL
Donald L. Hagan LLC Sarasota, Florida $204M AUM 7.4% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
SIA
Soltis Investment Advisors St. George, Utah $1.8B AUM 27.41% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
AAP
Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return

Regal Investment Advisors's UDEC Position: Q1 2020 in Review

Regal Investment Advisors sold out of Innovator US Equity Ultra Buffer ETF December (UDEC) in Q1 2020, closing a stake of 8,545 shares — an estimated $228K sold.

Regal Investment Advisors first reported a position in UDEC in Q4 2019 and held it in 1 quarter. The position peaked at $228K in Q4 2019. 13 funds tracked by Wall St. Rank hold UDEC as of Q1 2020.

  • Regal Investment Advisors reported no remaining Innovator US Equity Ultra Buffer ETF December position as of Q1 2020 after selling out during the quarter.
  • Regal Investment Advisors sold 8,545 Innovator US Equity Ultra Buffer ETF December shares in Q1 2020, an estimated $228K.
  • Regal Investment Advisors first reported a position in Innovator US Equity Ultra Buffer ETF December in Q4 2019 and held it in 1 quarter.
  • Regal Investment Advisors's Innovator US Equity Ultra Buffer ETF December position peaked at $228K in Q4 2019.
  • 13 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF December as of Q1 2020.

Based on Regal Investment Advisors's 13F filing for Q1 2020, filed 12 May 2020.