AAS
UDEC

Avantax Advisory Services’s Innovator US Equity Ultra Buffer ETF December UDEC Stock Holding History

Avantax Advisory Services’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
Q2 		$1.26M Buy
34,691
+20,045
+137% +$698K 0.01% 1015
2025
Q1 		$502K Buy
+14,646
New +$515K ﹤0.01% 1498

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RPSA
Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
TAP
Tounjian Advisory Partners Fort Myers, Florida $277M AUM 21.37% 1-Year Est. Return

Avantax Advisory Services's UDEC Position: Q2 2025 in Review

Avantax Advisory Services increased its Innovator US Equity Ultra Buffer ETF December (UDEC) stake by 137% in Q2 2025, buying an estimated $698K and bringing the position to 34,691 shares worth $1.26M. The position accounts for 0.01% of the portfolio, ranked #1015.

Avantax Advisory Services first reported a position in UDEC in Q1 2025 and has held it in 2 quarters since. 121 funds tracked by Wall St. Rank hold UDEC as of Q2 2025.

  • Avantax Advisory Services held 34,691 shares of Innovator US Equity Ultra Buffer ETF December worth $1.26M as of Q2 2025.
  • Avantax Advisory Services bought 20,045 Innovator US Equity Ultra Buffer ETF December shares in Q2 2025, an estimated $698K.
  • Innovator US Equity Ultra Buffer ETF December made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1015 holding.
  • Avantax Advisory Services first reported a position in Innovator US Equity Ultra Buffer ETF December in Q1 2025 and has held it in 2 quarters since.
  • 121 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF December as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.