AIA
UDEC

AssuredPartners Investment Advisors’s Innovator US Equity Ultra Buffer ETF December UDEC Stock Holding History

AssuredPartners Investment 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
Q1 		$1.76M Sell
45,067
-328
-0.7% -$13K 0.19% 128
2025
Q4 		$1.8M Buy
45,395
+21,029
+86% +$820K 0.27% 92
2025
Q3 		$935K Sell
24,366
-945
-4% -$35.3K 0.21% 95
2025
Q2 		$922K Buy
25,311
+5,759
+29% +$201K 0.23% 84
2025
Q1 		$671K Buy
19,552
+10,728
+122% +$377K 0.13% 166
2024
Q4 		$310K Buy
+8,824
New +$312K 0.06% 267

Other funds holding UDEC

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
TPW
Talon Private Wealth The Villages, Florida $753M AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LCWM
Legacy Capital Wealth Management The Woodlands, Texas $174M AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return
SA
Sovran Advisors San Diego, California $1.27B AUM 18.55% 1-Year Est. Return

AssuredPartners Investment Advisors's UDEC Position: Q1 2026 in Review

AssuredPartners Investment Advisors reduced its Innovator US Equity Ultra Buffer ETF December (UDEC) stake by 0.72% in Q1 2026, selling an estimated $13K and leaving 45,067 shares worth $1.76M. The position accounts for 0.19% of the portfolio, ranked #128.

AssuredPartners Investment Advisors first reported a position in UDEC in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.8M in Q4 2025. 111 funds tracked by Wall St. Rank hold UDEC as of Q1 2026.

  • AssuredPartners Investment Advisors held 45,067 shares of Innovator US Equity Ultra Buffer ETF December worth $1.76M as of Q1 2026.
  • AssuredPartners Investment Advisors sold 328 Innovator US Equity Ultra Buffer ETF December shares in Q1 2026, an estimated $13K.
  • Innovator US Equity Ultra Buffer ETF December made up 0.19% of AssuredPartners Investment Advisors's portfolio in Q1 2026, its #128 holding.
  • AssuredPartners Investment Advisors first reported a position in Innovator US Equity Ultra Buffer ETF December in Q4 2024 and has held it in 6 quarters since.
  • AssuredPartners Investment Advisors's Innovator US Equity Ultra Buffer ETF December position peaked at $1.8M in Q4 2025.
  • 111 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF December as of Q1 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.