SS
UDEC

Sunbelt Securities’s Innovator US Equity Ultra Buffer ETF December UDEC Stock Holding History

Sunbelt Securities’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
Q1 		– Sell
-215
Closed -$6.89K – 1794
2023
Q4 		$6.89K Hold
215
– – ﹤0.01% 1246
2023
Q3 		$6.32K Hold
215
– – ﹤0.01% 1258
2023
Q2 		$6.49K Hold
215
– – ﹤0.01% 1273
2023
Q1 		$6.08K Buy
+215
New +$6.03K ﹤0.01% 1251

Other funds holding UDEC

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MAM
Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.51B AUM 33.02% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Sunbelt Securities's UDEC Position: Q1 2024 in Review

Sunbelt Securities sold out of Innovator US Equity Ultra Buffer ETF December (UDEC) in Q1 2024, closing a stake of 215 shares — an estimated $6.89K sold.

Sunbelt Securities first reported a position in UDEC in Q1 2023 and held it in 4 quarters. The position peaked at $6.89K in Q4 2023. 56 funds tracked by Wall St. Rank hold UDEC as of Q1 2024.

  • Sunbelt Securities reported no remaining Innovator US Equity Ultra Buffer ETF December position as of Q1 2024 after selling out during the quarter.
  • Sunbelt Securities sold 215 Innovator US Equity Ultra Buffer ETF December shares in Q1 2024, an estimated $6.89K.
  • Sunbelt Securities first reported a position in Innovator US Equity Ultra Buffer ETF December in Q1 2023 and held it in 4 quarters.
  • Sunbelt Securities's Innovator US Equity Ultra Buffer ETF December position peaked at $6.89K in Q4 2023.
  • 56 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF December as of Q1 2024.

Based on Sunbelt Securities's 13F filing for Q1 2024, filed 15 Apr 2024.