Arkadios Wealth Advisors’s Innovator US Equity Ultra Buffer ETF December UDEC Stock Holding History

Arkadios Wealth 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	–	Sell	-13,539	Closed	-$526K	–	1880
2026 Q1	$526K	Buy	13,539 +1,357	+11%	+$53.8K	0.01%	1089
2025 Q4	$483K	Buy	+12,182	New	+$475K	0.01%	1030
2025 Q3	–	Sell	-10,072	Closed	-$367K	–	1521
2025 Q2	$367K	Sell	10,072 -10	-0.1%	-$348	0.01%	973
2025 Q1	$346K	Buy	+10,082	New	+$355K	0.01%	850

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

Arkadios Wealth Advisors's UDEC Position: Q2 2026 in Review

Arkadios Wealth Advisors sold out of Innovator US Equity Ultra Buffer ETF December (UDEC) in Q2 2026, closing a stake of 13,539 shares — an estimated $526K sold.

Arkadios Wealth Advisors first reported a position in UDEC in Q1 2025 and held it in 4 quarters. The position peaked at $526K in Q1 2026. 125 funds tracked by Wall St. Rank hold UDEC as of Q2 2026.

Arkadios Wealth Advisors reported no remaining Innovator US Equity Ultra Buffer ETF December position as of Q2 2026 after selling out during the quarter.
Arkadios Wealth Advisors sold 13,539 Innovator US Equity Ultra Buffer ETF December shares in Q2 2026, an estimated $526K.
Arkadios Wealth Advisors first reported a position in Innovator US Equity Ultra Buffer ETF December in Q1 2025 and held it in 4 quarters.
Arkadios Wealth Advisors's Innovator US Equity Ultra Buffer ETF December position peaked at $526K in Q1 2026.
125 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF December as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.