White Knight Strategic Wealth Advisors’s Innovator US Equity Ultra Buffer ETF December UDEC Stock Holding History

White Knight Strategic Wealth Advisors’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 Q2	–	Sell	-10,377	Closed	-$296K	–	75
2023 Q1	$296K	Sell	10,377 -7,152	-41%	-$200K	0.37%	52
2022 Q4	$481K	Sell	17,529 -636	-4%	-$17.7K	0.66%	36
2022 Q3	$507K	Sell	18,165 -89	-0.5%	-$2.51K	0.73%	36
2022 Q2	$508K	Sell	18,254 -840	-4%	-$24.1K	0.7%	36
2022 Q1	$570K	Sell	19,094 -1,355	-7%	-$40.1K	0.62%	38
2021 Q4	$619K	Buy	+20,449	New	+$611K	0.65%	36

Other funds holding UDEC

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

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 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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

CRWM

Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return

White Knight Strategic Wealth Advisors's UDEC Position: Q2 2023 in Review

White Knight Strategic Wealth Advisors sold out of Innovator US Equity Ultra Buffer ETF December (UDEC) in Q2 2023, closing a stake of 10,377 shares — an estimated $296K sold.

White Knight Strategic Wealth Advisors first reported a position in UDEC in Q4 2021 and held it in 6 quarters. The position peaked at $619K in Q4 2021. 49 funds tracked by Wall St. Rank hold UDEC as of Q2 2023.

White Knight Strategic Wealth Advisors reported no remaining Innovator US Equity Ultra Buffer ETF December position as of Q2 2023 after selling out during the quarter.
White Knight Strategic Wealth Advisors sold 10,377 Innovator US Equity Ultra Buffer ETF December shares in Q2 2023, an estimated $296K.
White Knight Strategic Wealth Advisors first reported a position in Innovator US Equity Ultra Buffer ETF December in Q4 2021 and held it in 6 quarters.
White Knight Strategic Wealth Advisors's Innovator US Equity Ultra Buffer ETF December position peaked at $619K in Q4 2021.
49 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF December as of Q2 2023.

Based on White Knight Strategic Wealth Advisors's 13F filing for Q2 2023, filed 11 Aug 2023.