UDEC INNOVATOR ETFS TR

Ownership history in Brookstone Capital Management  ·  15 quarters on record

This page tracks every 13F SEC filing in which Brookstone Capital Management reported a position in INNOVATOR ETFS TR (UDEC). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.16% (2025 Q1)
Avg. % of fund
0.36%
First filed
2022 Q1
Last filed
2025 Q4
Quarters held
15
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 1,875,251 +1,080,589 +136.0% 0.85% $74.3M $39.64
2025 Q3 REDUCED 794,662 -1,606,539 -66.9% 0.36% $30.5M $38.37
2025 Q2 ADDED 2,401,201 +33,860 +1.4% 1.15% $87.5M $36.44
2025 Q1 ADDED 2,367,341 +1,412,124 +147.8% 1.16% $81.2M $34.30
2024 Q4 ADDED 955,217 +846,752 +780.7% 0.49% $33.5M $35.09
2024 Q3 REDUCED 108,465 -583 -0.5% 0.06% $3.8M $35.00
2024 Q2 REDUCED 109,048 -456,772 -80.7% 0.06% $3.8M $34.29
2024 Q1 ADDED 565,820 +32,457 +6.1% 0.34% $18.9M $33.42
2023 Q4 ADDED 533,363 +409,305 +329.9% 0.33% $17.1M $32.04
2023 Q3 REDUCED 124,058 -22,691 -15.5% 0.08% $3.6M $29.38
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    UDEC price (monthly, adj. close)
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