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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

Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
FLFS
Family Legacy Financial Solutions Cary, North Carolina $173M AUM 60.87% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return
Foundations Investment Advisors
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return
TF
Trek Financial Scottsdale, Arizona $2.01B AUM 53.49% 1-Year Est. Return

Atticus Wealth Management's UDEC Position: Q3 2025 in Review

Atticus Wealth Management sold out of Innovator US Equity Ultra Buffer ETF December (UDEC) in Q3 2025, closing a stake of 4,415 shares — an estimated $161K sold.

Atticus Wealth Management first reported a position in UDEC in Q4 2022 and held it in 11 quarters. The position peaked at $708K in Q2 2023. 115 funds tracked by Wall St. Rank hold UDEC as of Q3 2025.

  • Atticus Wealth Management reported no remaining Innovator US Equity Ultra Buffer ETF December position as of Q3 2025 after selling out during the quarter.
  • Atticus Wealth Management sold 4,415 Innovator US Equity Ultra Buffer ETF December shares in Q3 2025, an estimated $161K.
  • Atticus Wealth Management first reported a position in Innovator US Equity Ultra Buffer ETF December in Q4 2022 and held it in 11 quarters.
  • Atticus Wealth Management's Innovator US Equity Ultra Buffer ETF December position peaked at $708K in Q2 2023.
  • 115 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF December as of Q3 2025.

Based on Atticus Wealth Management's 13F filing for Q3 2025, filed 7 Nov 2025.