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

Axxcess 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
2026 Q3	$669K	Buy	15,631 +1,547	+11%	+$65.5K	0.03%	473
2026 Q2	$587K	Hold	14,084	–	–	0.01%	675
2026 Q1	$547K	Hold	14,084	–	–	0.02%	293
2025 Q4	$558K	Hold	14,084	–	–	0.01%	669
2025 Q3	$540K	Buy	+14,084	New	+$526K	0.01%	599

Other funds holding UDEC

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return

KFG Wealth Management Granger, Indiana $922M AUM 10.87% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.67B AUM 13.43% 1-Year Est. Return

MAM

Milestone Asset Management Pittsburgh, Pennsylvania $631M AUM 19.95% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Strategic Blueprint Atlanta, Georgia $2.04B AUM 19.28% 1-Year Est. Return

WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return

Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Axxcess Wealth Management's UDEC Position: Q3 2026 in Review

Axxcess Wealth Management increased its Innovator US Equity Ultra Buffer ETF December (UDEC) stake by 11% in Q3 2026, buying an estimated $65.5K and bringing the position to 15,631 shares worth $669K. The position accounts for 0.03% of the portfolio, ranked #473.

Axxcess Wealth Management first reported a position in UDEC in Q3 2025 and has held it in 5 quarters since. 42 funds tracked by Wall St. Rank hold UDEC as of Q3 2026.

Axxcess Wealth Management held 15,631 shares of Innovator US Equity Ultra Buffer ETF December worth $669K as of Q3 2026.
Axxcess Wealth Management bought 1,547 Innovator US Equity Ultra Buffer ETF December shares in Q3 2026, an estimated $65.5K.
Innovator US Equity Ultra Buffer ETF December made up 0.03% of Axxcess Wealth Management's portfolio in Q3 2026, its #473 holding.
Axxcess Wealth Management first reported a position in Innovator US Equity Ultra Buffer ETF December in Q3 2025 and has held it in 5 quarters since.
42 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF December as of Q3 2026.

Based on Axxcess Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.