BFWM
UDEC

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

Bright Futures 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
Q2 		$278K Sell
6,679
-42
-0.6% -$1.72K 0.18% 147
2026
Q1 		$261K Buy
6,721
+995
+17% +$39.4K 0.18% 136
2025
Q4 		$227K Buy
+5,726
New +$223K 0.17% 139
2025
Q1 		$1.89M Buy
56,917
+3,304
+6% +$116K 2.07% 15
2024
Q4 		$1.91M Buy
+53,613
New +$1.89M 1.7% 17

Other funds holding UDEC

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 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
TAP
Tounjian Advisory Partners Fort Myers, Florida $234M AUM 22.4% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return
SA
Sovran Advisors San Diego, California $1.34B AUM 21.63% 1-Year Est. Return

Bright Futures Wealth Management's UDEC Position: Q2 2026 in Review

Bright Futures Wealth Management reduced its Innovator US Equity Ultra Buffer ETF December (UDEC) stake by 0.62% in Q2 2026, selling an estimated $1.72K and leaving 6,679 shares worth $278K. The position accounts for 0.18% of the portfolio, ranked #147.

Bright Futures Wealth Management first reported a position in UDEC in Q4 2024 and has held it in 5 quarters since. The position peaked at $1.91M in Q4 2024. 125 funds tracked by Wall St. Rank hold UDEC as of Q2 2026.

  • Bright Futures Wealth Management held 6,679 shares of Innovator US Equity Ultra Buffer ETF December worth $278K as of Q2 2026.
  • Bright Futures Wealth Management sold 42 Innovator US Equity Ultra Buffer ETF December shares in Q2 2026, an estimated $1.72K.
  • Innovator US Equity Ultra Buffer ETF December made up 0.18% of Bright Futures Wealth Management's portfolio in Q2 2026, its #147 holding.
  • Bright Futures Wealth Management first reported a position in Innovator US Equity Ultra Buffer ETF December in Q4 2024 and has held it in 5 quarters since.
  • Bright Futures Wealth Management's Innovator US Equity Ultra Buffer ETF December position peaked at $1.91M in Q4 2024.
  • 125 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF December as of Q2 2026.

Based on Bright Futures Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.