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Advus Financial Partners’s Innovator US Equity Ultra Buffer ETF December UDEC Stock Holding History

Advus Financial Partners’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
2026
Q3 		$560K Hold
13,085
– – 0.16% 84
2026
Q2 		$545K Buy
+13,085
New +$536K 0.16% 84

Other funds holding UDEC

Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Prosperity Capital Advisors
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return
KFG Wealth Management
KFG Wealth Management Granger, Indiana $922M AUM 10.87% 1-Year Est. Return
MBL Wealth
MBL Wealth Charlotte, North Carolina $1.67B AUM 13.43% 1-Year Est. Return
MAM
Milestone Asset Management Pittsburgh, Pennsylvania $631M AUM 19.95% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Strategic Blueprint
Strategic Blueprint Atlanta, Georgia $2.04B AUM 19.28% 1-Year Est. Return
WealthPlan Investment Management
WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return
Castle Rock Wealth Management
Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Advus Financial Partners's UDEC Position: Q3 2026 in Review

Advus Financial Partners held its Innovator US Equity Ultra Buffer ETF December (UDEC) position steady in Q3 2026 at 13,085 shares worth $560K. The position accounts for 0.16% of the portfolio, ranked #84.

Advus Financial Partners first reported a position in UDEC in Q2 2026 and has held it in 2 quarters since. 42 funds tracked by Wall St. Rank hold UDEC as of Q3 2026.

  • Advus Financial Partners held 13,085 shares of Innovator US Equity Ultra Buffer ETF December worth $560K as of Q3 2026.
  • Advus Financial Partners left its Innovator US Equity Ultra Buffer ETF December share count unchanged in Q3 2026.
  • Innovator US Equity Ultra Buffer ETF December made up 0.16% of Advus Financial Partners's portfolio in Q3 2026, its #84 holding.
  • Advus Financial Partners first reported a position in Innovator US Equity Ultra Buffer ETF December in Q2 2026 and has held it in 2 quarters since.
  • 42 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF December as of Q3 2026.

Based on Advus Financial Partners's 13F filing for Q3 2026, filed 20 Oct 2026.