SWM
UDEC

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

Sugarloaf 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
2024
Q4 		$154K Buy
4,400
+550
+14% +$19.4K 0.03% 197
2024
Q3 		$135K Hold
3,850
– – 0.03% 209
2024
Q2 		$132K Hold
3,850
– – 0.03% 205
2024
Q1 		$129K Hold
3,850
– – 0.03% 204
2023
Q4 		$123K Buy
3,850
+2,750
+250% +$83.7K 0.03% 199
2023
Q3 		$32.3K Hold
1,100
– – 0.01% 335
2023
Q2 		$33.2K Hold
1,100
– – 0.01% 335
2023
Q1 		$31.4K Hold
1,100
– – 0.01% 343
2022
Q4 		$30.2K Buy
+1,100
New +$30.7K 0.01% 357

Other funds holding UDEC

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
TPW
Talon Private Wealth The Villages, Florida $753M AUM
SA
Sovran Advisors San Diego, California $1.27B AUM 18.55% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return
DLHL
Donald L. Hagan LLC Sarasota, Florida $204M AUM 7.4% 1-Year Est. Return
MAM
Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Sugarloaf Wealth Management's UDEC Position: Q4 2024 in Review

Sugarloaf Wealth Management increased its Innovator US Equity Ultra Buffer ETF December (UDEC) stake by 14% in Q4 2024, buying an estimated $19.4K and bringing the position to 4,400 shares worth $154K. The position accounts for 0.03% of the portfolio, ranked #197.

Sugarloaf Wealth Management first reported a position in UDEC in Q4 2022 and has held it in 9 quarters since. 78 funds tracked by Wall St. Rank hold UDEC as of Q4 2024.

  • Sugarloaf Wealth Management held 4,400 shares of Innovator US Equity Ultra Buffer ETF December worth $154K as of Q4 2024.
  • Sugarloaf Wealth Management bought 550 Innovator US Equity Ultra Buffer ETF December shares in Q4 2024, an estimated $19.4K.
  • Innovator US Equity Ultra Buffer ETF December made up 0.03% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #197 holding.
  • Sugarloaf Wealth Management first reported a position in Innovator US Equity Ultra Buffer ETF December in Q4 2022 and has held it in 9 quarters since.
  • 78 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF December as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.