SHIM
UDEC

Stone House Investment Management’s Innovator US Equity Ultra Buffer ETF December UDEC Stock Holding History

Stone House Investment 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
2023
Q3 		– Sell
-6,927
Closed -$209K – 380
2023
Q2 		$209K Sell
6,927
-1,740
-20% -$50.5K 0.08% 38
2023
Q1 		$247K Buy
+8,667
New +$243K 0.08% 31

Other funds holding UDEC

SIA
Soltis Investment Advisors St. George, Utah $1.8B AUM 27.41% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
MAM
Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return
CRWM
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

Stone House Investment Management's UDEC Position: Q3 2023 in Review

Stone House Investment Management sold out of Innovator US Equity Ultra Buffer ETF December (UDEC) in Q3 2023, closing a stake of 6,927 shares — an estimated $209K sold.

Stone House Investment Management first reported a position in UDEC in Q1 2023 and held it in 2 quarters. The position peaked at $247K in Q1 2023. 48 funds tracked by Wall St. Rank hold UDEC as of Q3 2023.

  • Stone House Investment Management reported no remaining Innovator US Equity Ultra Buffer ETF December position as of Q3 2023 after selling out during the quarter.
  • Stone House Investment Management sold 6,927 Innovator US Equity Ultra Buffer ETF December shares in Q3 2023, an estimated $209K.
  • Stone House Investment Management first reported a position in Innovator US Equity Ultra Buffer ETF December in Q1 2023 and held it in 2 quarters.
  • Stone House Investment Management's Innovator US Equity Ultra Buffer ETF December position peaked at $247K in Q1 2023.
  • 48 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF December as of Q3 2023.

Based on Stone House Investment Management's 13F filing for Q3 2023, filed 14 Nov 2023.