Brookstone Capital Management Lowers Holdings in Innovator U.S. Equity Ultra Buffer ETF – December (BATS:UDEC)

by · The Cerbat Gem

Brookstone Capital Management decreased its stake in shares of Innovator U.S. Equity Ultra Buffer ETF – December (BATS:UDEC – Free Report) by 0.5% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 108,465 shares of the company’s stock after selling 583 shares during the quarter. Brookstone Capital Management’s holdings in Innovator U.S. Equity Ultra Buffer ETF – December were worth $3,796,000 at the end of the most recent quarter.

A number of other large investors have also added to or reduced their stakes in UDEC. Octavia Wealth Advisors LLC raised its stake in shares of Innovator U.S. Equity Ultra Buffer ETF – December by 3.2% in the second quarter. Octavia Wealth Advisors LLC now owns 26,355 shares of the company’s stock worth $904,000 after purchasing an additional 825 shares during the last quarter. Triad Wealth Partners LLC purchased a new stake in Innovator U.S. Equity Ultra Buffer ETF – December during the second quarter valued at $34,000. Commonwealth Equity Services LLC increased its position in Innovator U.S. Equity Ultra Buffer ETF – December by 4.4% during the second quarter. Commonwealth Equity Services LLC now owns 118,032 shares of the company’s stock valued at $4,047,000 after acquiring an additional 4,934 shares during the last quarter. Cetera Advisors LLC grew its holdings in Innovator U.S. Equity Ultra Buffer ETF – December by 27.0% during the first quarter. Cetera Advisors LLC now owns 25,446 shares of the company’s stock valued at $850,000 after purchasing an additional 5,405 shares during the period. Finally, Garden State Investment Advisory Services LLC bought a new stake in Innovator U.S. Equity Ultra Buffer ETF – December during the fourth quarter valued at about $813,000.

Innovator U.S. Equity Ultra Buffer ETF – December Price Performance

BATS:UDEC opened at $35.07 on Friday. The firm’s 50-day moving average is $34.66 and its 200-day moving average is $34.11. The company has a market capitalization of $94.00 million, a price-to-earnings ratio of 23.98 and a beta of 0.63.

Innovator U.S. Equity Ultra Buffer ETF – December Profile

(Free Report)

The Innovator S&P 500 Ultra Buffer ETF – December (UDEC) is an exchange-traded fund that is based on the S&P 500 Price Return index. The fund aims for specific buffered losses and capped gains on the S&P 500 over a specific holdings period. The actively-managed fund holds options and collateral. UDEC was launched on Dec 2, 2019 and is managed by Innovator.

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