VT
UDEC

Vise Technologies’s Innovator US Equity Ultra Buffer ETF December UDEC Stock Holding History

Vise Technologies’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
Q1 		– Sell
-11,531
Closed -$316K – 367
2022
Q4 		$316K Buy
+11,531
New +$322K 0.1% 224

Other funds holding UDEC

Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
DIM
Delta Investment Management San Francisco, California $608M AUM 25.3% 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
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 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
KWM
KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return

Vise Technologies's UDEC Position: Q1 2023 in Review

Vise Technologies sold out of Innovator US Equity Ultra Buffer ETF December (UDEC) in Q1 2023, closing a stake of 11,531 shares — an estimated $316K sold.

Vise Technologies first reported a position in UDEC in Q4 2022 and held it in 1 quarter. The position peaked at $316K in Q4 2022. 56 funds tracked by Wall St. Rank hold UDEC as of Q1 2023.

  • Vise Technologies reported no remaining Innovator US Equity Ultra Buffer ETF December position as of Q1 2023 after selling out during the quarter.
  • Vise Technologies sold 11,531 Innovator US Equity Ultra Buffer ETF December shares in Q1 2023, an estimated $316K.
  • Vise Technologies first reported a position in Innovator US Equity Ultra Buffer ETF December in Q4 2022 and held it in 1 quarter.
  • Vise Technologies's Innovator US Equity Ultra Buffer ETF December position peaked at $316K in Q4 2022.
  • 56 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF December as of Q1 2023.

Based on Vise Technologies's 13F filing for Q1 2023, filed 10 May 2023.