Central Valley Advisors’s Innovator US Equity Ultra Buffer ETF December UDEC Stock Holding History

Central Valley 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 Q3	$3.77M	Sell	88,147 -750	-0.8%	-$31.7K	1.01%	26
2026 Q2	$3.71M	Sell	88,897 -2,451	-3%	-$100K	0.95%	26
2026 Q1	$3.55M	Sell	91,348 -103	-0.1%	-$4.08K	0.97%	29
2025 Q4	$3.63M	Buy	91,451 +13,330	+17%	+$520K	1.08%	26
2025 Q3	$3M	Sell	78,121 -206	-0.3%	-$7.69K	0.93%	31
2025 Q2	$2.85M	Buy	78,327 +33,459	+75%	+$1.16M	0.97%	30
2025 Q1	$1.54M	Sell	44,868 -1,957	-4%	-$68.9K	0.58%	53
2024 Q4	$1.64M	Buy	+46,825	New	+$1.65M	0.75%	38

Other funds holding UDEC

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

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

TAP

Tounjian Advisory Partners Fort Myers, Florida $229M AUM 14.88% 1-Year Est. Return

Sovran Advisors San Diego, California $1.45B AUM 13.97% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

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

Central Valley Advisors's UDEC Position: Q3 2026 in Review

Central Valley Advisors reduced its Innovator US Equity Ultra Buffer ETF December (UDEC) stake by 0.84% in Q3 2026, selling an estimated $31.7K and leaving 88,147 shares worth $3.77M. The position accounts for 1.01% of the portfolio, ranked #26.

Central Valley Advisors first reported a position in UDEC in Q4 2024 and has held it in 8 quarters since. 66 funds tracked by Wall St. Rank hold UDEC as of Q3 2026.

Central Valley Advisors held 88,147 shares of Innovator US Equity Ultra Buffer ETF December worth $3.77M as of Q3 2026.
Central Valley Advisors sold 750 Innovator US Equity Ultra Buffer ETF December shares in Q3 2026, an estimated $31.7K.
Innovator US Equity Ultra Buffer ETF December made up 1.01% of Central Valley Advisors's portfolio in Q3 2026, its #26 holding.
Central Valley Advisors first reported a position in Innovator US Equity Ultra Buffer ETF December in Q4 2024 and has held it in 8 quarters since.
66 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF December as of Q3 2026.

Based on Central Valley Advisors's 13F filing for Q3 2026, filed 27 Oct 2026.