TWP
UDEC

Triad Wealth Partners’s Innovator US Equity Ultra Buffer ETF December UDEC Stock Holding History

Triad Wealth Partners’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
Q3 		– Sell
-992
Closed -$34K – 852
2024
Q2 		$34K Buy
+992
New +$33.4K 0.02% 278

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
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 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
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.51B AUM 33.02% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return

Triad Wealth Partners's UDEC Position: Q3 2024 in Review

Triad Wealth Partners sold out of Innovator US Equity Ultra Buffer ETF December (UDEC) in Q3 2024, closing a stake of 992 shares — an estimated $34K sold.

Triad Wealth Partners first reported a position in UDEC in Q2 2024 and held it in 1 quarter. The position peaked at $34K in Q2 2024. 53 funds tracked by Wall St. Rank hold UDEC as of Q3 2024.

  • Triad Wealth Partners reported no remaining Innovator US Equity Ultra Buffer ETF December position as of Q3 2024 after selling out during the quarter.
  • Triad Wealth Partners sold 992 Innovator US Equity Ultra Buffer ETF December shares in Q3 2024, an estimated $34K.
  • Triad Wealth Partners first reported a position in Innovator US Equity Ultra Buffer ETF December in Q2 2024 and held it in 1 quarter.
  • Triad Wealth Partners's Innovator US Equity Ultra Buffer ETF December position peaked at $34K in Q2 2024.
  • 53 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF December as of Q3 2024.

Based on Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.