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UDEC

Ausdal Financial Partners’s Innovator US Equity Ultra Buffer ETF December UDEC Stock Holding History

Ausdal Financial Partners’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 		$297K Hold
7,642
– – 0.01% 780
2025
Q4 		$303K Sell
7,642
-434
-5% -$16.9K 0.01% 718
2025
Q3 		$310K Sell
8,076
-8,436
-51% -$315K 0.02% 721
2025
Q2 		$602K Hold
16,512
– – 0.04% 385
2025
Q1 		$566K Buy
16,512
+7,866
+91% +$277K 0.04% 366
2024
Q4 		$303K Sell
8,646
-256
-3% -$9.04K 0.03% 446
2024
Q3 		$312K Hold
8,902
– – 0.03% 402
2024
Q2 		$305K Hold
8,902
– – 0.03% 388
2024
Q1 		$298K Hold
8,902
– – 0.03% 373
2023
Q4 		$285K Buy
+8,902
New +$271K 0.04% 355

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 $1.76B AUM 18.92% 1-Year Est. Return
SA
Sovran Advisors San Diego, California $1.27B AUM 18.55% 1-Year Est. Return

Ausdal Financial Partners's UDEC Position: Q1 2026 in Review

Ausdal Financial Partners held its Innovator US Equity Ultra Buffer ETF December (UDEC) position steady in Q1 2026 at 7,642 shares worth $297K. The position accounts for 0.01% of the portfolio, ranked #780.

Ausdal Financial Partners first reported a position in UDEC in Q4 2023 and has held it in 10 quarters since. The position peaked at $602K in Q2 2025. 111 funds tracked by Wall St. Rank hold UDEC as of Q1 2026.

  • Ausdal Financial Partners held 7,642 shares of Innovator US Equity Ultra Buffer ETF December worth $297K as of Q1 2026.
  • Ausdal Financial Partners left its Innovator US Equity Ultra Buffer ETF December share count unchanged in Q1 2026.
  • Innovator US Equity Ultra Buffer ETF December made up 0.01% of Ausdal Financial Partners's portfolio in Q1 2026, its #780 holding.
  • Ausdal Financial Partners first reported a position in Innovator US Equity Ultra Buffer ETF December in Q4 2023 and has held it in 10 quarters since.
  • Ausdal Financial Partners's Innovator US Equity Ultra Buffer ETF December position peaked at $602K in Q2 2025.
  • 111 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF December as of Q1 2026.

Based on Ausdal Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.