Ameritas Advisory Services’s Innovator US Equity Ultra Buffer ETF December UDEC Stock Holding History

Ameritas Advisory Services’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 Q2	$1.23M	Buy	29,567 +2,831	+11%	+$116K	0.02%	497
2026 Q1	$1.04M	Sell	26,736 -7,861	-23%	-$312K	0.04%	366
2025 Q4	$1.37M	Buy	34,597 +30,097	+669%	+$1.17M	0.05%	304
2025 Q3	$173K	Buy	4,500 +2,944	+189%	+$110K	0.01%	658
2025 Q2	$56.7K	Sell	1,556 -18,112	-92%	-$631K	﹤0.01%	1248
2025 Q1	$675K	Sell	19,668 -23,869	-55%	-$840K	0.03%	494
2024 Q4	$1.53M	Buy	+43,537	New	+$1.54M	0.05%	313
2024 Q3	–	Sell	-9,036	Closed	-$310K	–	939
2024 Q2	$310K	Hold	9,036	–	–	0.01%	716
2024 Q1	$302K	Buy	+9,036	New	+$296K	0.01%	705
2023 Q4	–	Sell	-9,086	Closed	-$267K	–	842
2023 Q3	$267K	Buy	+9,086	New	+$275K	0.01%	665
2023 Q2	–	Sell	-9,086	Closed	-$261K	–	2385
2023 Q1	$261K	Sell	9,086 -53	-0.6%	-$1.49K	0.01%	681
2022 Q4	$251K	Sell	9,139 -13	-0.1%	-$362	0.01%	762
2022 Q3	$255K	Hold	9,152	–	–	0.02%	636
2022 Q2	$255K	Sell	9,152 -109	-1%	-$3.12K	0.01%	674
2022 Q1	$276K	Sell	9,261 -25	-0.3%	-$741	0.01%	688
2021 Q4	$281K	Buy	+9,286	New	+$277K	0.01%	669

Other funds holding UDEC

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

LCWM

Legacy Capital Wealth Management The Woodlands, Texas $218M AUM

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

TAP

Tounjian Advisory Partners Fort Myers, Florida $234M AUM 22.4% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PCA

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return

Sovran Advisors San Diego, California $1.34B AUM 21.63% 1-Year Est. Return

Ameritas Advisory Services's UDEC Position: Q2 2026 in Review

Ameritas Advisory Services increased its Innovator US Equity Ultra Buffer ETF December (UDEC) stake by 11% in Q2 2026, buying an estimated $116K and bringing the position to 29,567 shares worth $1.23M. The position accounts for 0.02% of the portfolio, ranked #497.

Ameritas Advisory Services first reported a position in UDEC in Q4 2021 and has held it in 16 quarters since. The position peaked at $1.53M in Q4 2024. 125 funds tracked by Wall St. Rank hold UDEC as of Q2 2026.

Ameritas Advisory Services held 29,567 shares of Innovator US Equity Ultra Buffer ETF December worth $1.23M as of Q2 2026.
Ameritas Advisory Services bought 2,831 Innovator US Equity Ultra Buffer ETF December shares in Q2 2026, an estimated $116K.
Innovator US Equity Ultra Buffer ETF December made up 0.02% of Ameritas Advisory Services's portfolio in Q2 2026, its #497 holding.
Ameritas Advisory Services first reported a position in Innovator US Equity Ultra Buffer ETF December in Q4 2021 and has held it in 16 quarters since.
Ameritas Advisory Services's Innovator US Equity Ultra Buffer ETF December position peaked at $1.53M in Q4 2024.
125 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF December as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.