TWM
UDEC

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

Tradition 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
Q1 		– Sell
-15,105
Closed -$483K – 1135
2023
Q4 		$483K Sell
15,105
-209
-1% -$6.36K 0.05% 199
2023
Q3 		$460K Buy
15,314
+825
+6% +$25K 0.05% 188
2023
Q2 		$438K Sell
14,489
-323
-2% -$9.37K 0.05% 191
2023
Q1 		$424K Sell
14,812
-10,753
-42% -$301K 0.05% 196
2022
Q4 		$704K Buy
25,565
+2,565
+11% +$71.5K 0.1% 132
2022
Q3 		$627K Buy
23,000
+54
+0.2% +$1.52K 0.09% 135
2022
Q2 		$624K Sell
22,946
-217
-0.9% -$6.22K 0.09% 142
2022
Q1 		$672K Sell
23,163
-1,737
-7% -$51.5K 0.09% 161
2021
Q4 		$732K Buy
+24,900
New +$744K 0.09% 148
2021
Q2 		– Sell
-177,031
Closed -$5.32M – 1181
2021
Q1 		$5.32M Buy
177,031
+156,381
+757% +$4.47M 0.92% 29
2020
Q4 		$588K Buy
+20,650
New +$577K 0.11% 134

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 $4.98B AUM 22.72% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
MAM
Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $774M AUM 12.78% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 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 $74.2B AUM 21.09% 1-Year Est. Return

Tradition Wealth Management's UDEC Position: Q1 2024 in Review

Tradition Wealth Management sold out of Innovator US Equity Ultra Buffer ETF December (UDEC) in Q1 2024, closing a stake of 15,105 shares — an estimated $483K sold.

Tradition Wealth Management first reported a position in UDEC in Q4 2020 and held it in 11 quarters. The position peaked at $5.32M in Q1 2021. 56 funds tracked by Wall St. Rank hold UDEC as of Q1 2024.

  • Tradition Wealth Management reported no remaining Innovator US Equity Ultra Buffer ETF December position as of Q1 2024 after selling out during the quarter.
  • Tradition Wealth Management sold 15,105 Innovator US Equity Ultra Buffer ETF December shares in Q1 2024, an estimated $483K.
  • Tradition Wealth Management first reported a position in Innovator US Equity Ultra Buffer ETF December in Q4 2020 and held it in 11 quarters.
  • Tradition Wealth Management's Innovator US Equity Ultra Buffer ETF December position peaked at $5.32M in Q1 2021.
  • 56 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF December as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.