Old Port Advisors Innovator U.S. Equity Ultra Bu Transaction History

Old Port Advisors

$367 Billion
Q2 2025

A detailed history of Old Port Advisors transactions in Innovator U.S. Equity Ultra Bu stock. As of the latest transaction made, Old Port Advisors holds 16,875 shares of UDEC stock, worth $649,181. This represents 0.17% of its overall portfolio holdings.

Number of Shares

16,875

Holding current value

$649,181

% of portfolio

0.17%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Jul 16, 2025	BUY	$32.77 - $36.44 $552,993 - $614,925	16,875 New	16,875 $615 Million

Others Institutions Holding UDEC

# of Institutions

124

Shares Held

9.34M

Call Options Held

Put Options Held

Brookstone Capital Management

2.4M
Shares

$92.4 Million
1.32% of portfolio
Talon Private Wealth, LLC The Villages, FL

958K
Shares

$36.9 Million
4.81% of portfolio
Raymond James Financial Inc St. Petersburg, FL

461K
Shares

$17.7 Million
0.01% of portfolio
Commonwealth Equity Services, LLC

410K
Shares

$15.8 Million
0.02% of portfolio
Richard P Slaughter Associates Inc

377K
Shares

$14.5 Million
3.73% of portfolio

View Full List

About INNOVATOR U.S. EQUITY ULTRA BU

Ticker UDEC
Sector ETFs
Industry ETFs

More about UDEC

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