ACA
UDEC

Aptus Capital Advisors’s Innovator US Equity Ultra Buffer ETF December UDEC Stock Holding History

Aptus Capital Advisors’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 		$100K Hold
2,400
– – ﹤0.01% 1256
2026
Q1 		$93.2K Hold
2,400
– – ﹤0.01% 1162
2025
Q4 		$95.1K Buy
2,400
+300
+14% +$11.7K ﹤0.01% 1189
2025
Q3 		$80.6K Sell
2,100
-1,100
-34% -$41.1K ﹤0.01% 1149
2025
Q2 		$117K Buy
3,200
+1,050
+49% +$36.6K ﹤0.01% 1050
2025
Q1 		$73.7K Buy
+2,150
New +$75.7K ﹤0.01% 1055

Other funds holding UDEC

Commonwealth Equity Services
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Osaic Holdings
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
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
SA
Sovran Advisors San Diego, California $1.34B AUM 21.63% 1-Year Est. Return

Aptus Capital Advisors's UDEC Position: Q2 2026 in Review

Aptus Capital Advisors held its Innovator US Equity Ultra Buffer ETF December (UDEC) position steady in Q2 2026 at 2,400 shares worth $100K. The position accounts for ﹤0.01% of the portfolio, ranked #1256.

Aptus Capital Advisors first reported a position in UDEC in Q1 2025 and has held it in 6 quarters since. The position peaked at $117K in Q2 2025. 125 funds tracked by Wall St. Rank hold UDEC as of Q2 2026.

  • Aptus Capital Advisors held 2,400 shares of Innovator US Equity Ultra Buffer ETF December worth $100K as of Q2 2026.
  • Aptus Capital Advisors left its Innovator US Equity Ultra Buffer ETF December share count unchanged in Q2 2026.
  • Innovator US Equity Ultra Buffer ETF December made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #1256 holding.
  • Aptus Capital Advisors first reported a position in Innovator US Equity Ultra Buffer ETF December in Q1 2025 and has held it in 6 quarters since.
  • Aptus Capital Advisors's Innovator US Equity Ultra Buffer ETF December position peaked at $117K in Q2 2025.
  • 125 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF December as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.