AWM
UDEC

Atticus Wealth Management’s Innovator US Equity Ultra Buffer ETF December UDEC Stock Holding History

Atticus Wealth Management’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
2025
Q3 		– Sell
-4,415
Closed -$161K – 610
2025
Q2 		$161K Hold
4,415
– – 0.04% 189
2025
Q1 		$151K Hold
4,415
– – 0.05% 132
2024
Q4 		$155K Hold
4,415
– – 0.05% 133
2024
Q3 		$155K Hold
4,415
– – 0.05% 137
2024
Q2 		$151K Hold
4,415
– – 0.05% 130
2024
Q1 		$148K Hold
4,415
– – 0.05% 137
2023
Q4 		$141K Sell
4,415
-19,046
-81% -$580K 0.05% 139
2023
Q3 		$689K Hold
23,461
– – 0.26% 56
2023
Q2 		$708K Hold
23,461
– – 0.26% 56
2023
Q1 		$669K Hold
23,461
– – 0.26% 61
2022
Q4 		$644K Buy
+23,461
New +$654K 0.26% 69

Other funds holding UDEC

BCM
Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return
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
FLFS
Family Legacy Financial Solutions Cary, North Carolina $164M AUM 62.92% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $1.76B AUM 18.92% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.06B AUM 24.97% 1-Year Est. Return
TF
Trek Financial Scottsdale, Arizona $1.88B AUM 41.21% 1-Year Est. Return