CP
UDEC

Camelot Portfolios’s Innovator US Equity Ultra Buffer ETF December UDEC Stock Holding History

Camelot Portfolios’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
Q1 		– Sell
-56
Closed -$2.22K – 511
2025
Q4 		$2.22K Buy
+56
New +$2.18K ﹤0.01% 529
2024
Q3 		– Sell
-56
Closed -$1.92K – 530
2024
Q2 		$1.92K Buy
+56
New +$1.88K ﹤0.01% 525

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LCWM
Legacy Capital Wealth Management The Woodlands, Texas $174M AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $1.76B AUM 18.92% 1-Year Est. Return
SA
Sovran Advisors San Diego, California $1.27B AUM 18.55% 1-Year Est. Return

Camelot Portfolios's UDEC Position: Q1 2026 in Review

Camelot Portfolios sold out of Innovator US Equity Ultra Buffer ETF December (UDEC) in Q1 2026, closing a stake of 56 shares — an estimated $2.22K sold.

Camelot Portfolios first reported a position in UDEC in Q2 2024 and held it in 2 quarters. The position peaked at $2.22K in Q4 2025. 111 funds tracked by Wall St. Rank hold UDEC as of Q1 2026.

  • Camelot Portfolios reported no remaining Innovator US Equity Ultra Buffer ETF December position as of Q1 2026 after selling out during the quarter.
  • Camelot Portfolios sold 56 Innovator US Equity Ultra Buffer ETF December shares in Q1 2026, an estimated $2.22K.
  • Camelot Portfolios first reported a position in Innovator US Equity Ultra Buffer ETF December in Q2 2024 and held it in 2 quarters.
  • Camelot Portfolios's Innovator US Equity Ultra Buffer ETF December position peaked at $2.22K in Q4 2025.
  • 111 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF December as of Q1 2026.

Based on Camelot Portfolios's 13F filing for Q1 2026, filed 8 May 2026.