BEI
UDEC

Benjamin Edwards Inc’s Innovator US Equity Ultra Buffer ETF December UDEC Stock Holding History

Benjamin Edwards Inc’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
Q4 		– Sell
-29,938
Closed -$1.15M – 1377
2025
Q3 		$1.15M Buy
29,938
+1,720
+6% +$64.2K 0.01% 638
2025
Q2 		$1.03M Sell
28,218
-225
-0.8% -$7.83K 0.01% 622
2025
Q1 		$976K Buy
+28,443
New +$1M 0.01% 587

Other funds holding UDEC

BCM
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
LCWM
Legacy Capital Wealth Management The Woodlands, Texas $218M AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return

Benjamin Edwards Inc's UDEC Position: Q4 2025 in Review

Benjamin Edwards Inc sold out of Innovator US Equity Ultra Buffer ETF December (UDEC) in Q4 2025, closing a stake of 29,938 shares — an estimated $1.15M sold.

Benjamin Edwards Inc first reported a position in UDEC in Q1 2025 and held it in 3 quarters. The position peaked at $1.15M in Q3 2025. 120 funds tracked by Wall St. Rank hold UDEC as of Q4 2025.

  • Benjamin Edwards Inc reported no remaining Innovator US Equity Ultra Buffer ETF December position as of Q4 2025 after selling out during the quarter.
  • Benjamin Edwards Inc sold 29,938 Innovator US Equity Ultra Buffer ETF December shares in Q4 2025, an estimated $1.15M.
  • Benjamin Edwards Inc first reported a position in Innovator US Equity Ultra Buffer ETF December in Q1 2025 and held it in 3 quarters.
  • Benjamin Edwards Inc's Innovator US Equity Ultra Buffer ETF December position peaked at $1.15M in Q3 2025.
  • 120 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF December as of Q4 2025.

Based on Benjamin Edwards Inc's 13F filing for Q4 2025, filed 2 Feb 2026.