Cambridge Investment Research Advisors
UDEC

Cambridge Investment Research Advisors’s Innovator US Equity Ultra Buffer ETF December UDEC Stock Holding History

Cambridge Investment Research Advisors’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 		$3.06M Sell
73,484
-8,672
-11% -$355K 0.01% 1364
2026
Q1 		$3.19M Sell
82,156
-4,565
-5% -$181K 0.01% 1243
2025
Q4 		$3.44M Buy
86,721
+19,734
+29% +$770K 0.01% 1139
2025
Q3 		$2.57M Buy
66,987
+404
+0.6% +$15.1K 0.01% 1316
2025
Q2 		$2.43M Buy
66,583
+47,992
+258% +$1.67M 0.01% 1282
2025
Q1 		$638K Buy
18,591
+5,044
+37% +$177K ﹤0.01% 2215
2024
Q4 		$475K Buy
13,547
+2,722
+25% +$96.1K ﹤0.01% 2469
2024
Q3 		$379K Sell
10,825
-938
-8% -$32.4K ﹤0.01% 2647
2024
Q2 		$403K Hold
11,763
– – ﹤0.01% 2468
2024
Q1 		$393K Sell
11,763
-688
-6% -$22.5K ﹤0.01% 2483
2023
Q4 		$399K Buy
12,451
+1,743
+16% +$53.1K ﹤0.01% 2378
2023
Q3 		$315K Sell
10,708
-4,744
-31% -$144K ﹤0.01% 2460
2023
Q2 		$466K Buy
15,452
+176
+1% +$5.1K ﹤0.01% 2192
2023
Q1 		$435K Buy
15,276
+3,209
+27% +$89.9K ﹤0.01% 2187
2022
Q4 		$331K Buy
12,067
+2,637
+28% +$73.5K ﹤0.01% 2358
2022
Q3 		$263K Buy
+9,430
New +$266K ﹤0.01% 2475
2021
Q3 		– Sell
-7,058
Closed -$208K – 3209
2021
Q2 		$208K Hold
7,058
– – ﹤0.01% 2801
2021
Q1 		$205K Sell
7,058
-24
-0.3% -$687 ﹤0.01% 2605
2020
Q4 		$202K Buy
+7,082
New +$198K ﹤0.01% 2475

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

Cambridge Investment Research Advisors's UDEC Position: Q2 2026 in Review

Cambridge Investment Research Advisors reduced its Innovator US Equity Ultra Buffer ETF December (UDEC) stake by 11% in Q2 2026, selling an estimated $355K and leaving 73,484 shares worth $3.06M. The position accounts for 0.01% of the portfolio, ranked #1364.

Cambridge Investment Research Advisors first reported a position in UDEC in Q4 2020 and has held it in 19 quarters since. The position peaked at $3.44M in Q4 2025. 125 funds tracked by Wall St. Rank hold UDEC as of Q2 2026.

  • Cambridge Investment Research Advisors held 73,484 shares of Innovator US Equity Ultra Buffer ETF December worth $3.06M as of Q2 2026.
  • Cambridge Investment Research Advisors sold 8,672 Innovator US Equity Ultra Buffer ETF December shares in Q2 2026, an estimated $355K.
  • Innovator US Equity Ultra Buffer ETF December made up 0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #1364 holding.
  • Cambridge Investment Research Advisors first reported a position in Innovator US Equity Ultra Buffer ETF December in Q4 2020 and has held it in 19 quarters since.
  • Cambridge Investment Research Advisors's Innovator US Equity Ultra Buffer ETF December position peaked at $3.44M in Q4 2025.
  • 125 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF December as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.