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
Q2 		$1.62M Sell
38,904
-6,163
-14% -$252K 0.16% 150
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

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 22.9% 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

AssuredPartners Investment Advisors's UDEC Position: Q2 2026 in Review

AssuredPartners Investment Advisors reduced its Innovator US Equity Ultra Buffer ETF December (UDEC) stake by 14% in Q2 2026, selling an estimated $252K and leaving 38,904 shares worth $1.62M. The position accounts for 0.16% of the portfolio, ranked #150.

AssuredPartners Investment Advisors first reported a position in UDEC in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.8M in Q4 2025. 128 funds tracked by Wall St. Rank hold UDEC as of Q2 2026.

  • AssuredPartners Investment Advisors held 38,904 shares of Innovator US Equity Ultra Buffer ETF December worth $1.62M as of Q2 2026.
  • AssuredPartners Investment Advisors sold 6,163 Innovator US Equity Ultra Buffer ETF December shares in Q2 2026, an estimated $252K.
  • Innovator US Equity Ultra Buffer ETF December made up 0.16% of AssuredPartners Investment Advisors's portfolio in Q2 2026, its #150 holding.
  • AssuredPartners Investment Advisors first reported a position in Innovator US Equity Ultra Buffer ETF December in Q4 2024 and has held it in 7 quarters since.
  • AssuredPartners Investment Advisors's Innovator US Equity Ultra Buffer ETF December position peaked at $1.8M in Q4 2025.
  • 128 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF December as of Q2 2026.

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