Cerity Partners’s Innovator US Equity Ultra Buffer ETF December UDEC Stock Holding History

Cerity Partners’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	$504K	Buy	12,083 +4,578	+61%	+$188K	﹤0.01%	2419
2026 Q1	$291K	Hold	7,505	–	–	﹤0.01%	2631
2025 Q4	$297K	Hold	7,505	–	–	﹤0.01%	2416
2025 Q3	$288K	Hold	7,505	–	–	﹤0.01%	2304
2025 Q2	$273K	Hold	7,505	–	–	﹤0.01%	2201
2025 Q1	$257K	Hold	7,505	–	–	﹤0.01%	2096
2024 Q4	$263K	Hold	7,505	–	–	﹤0.01%	2101
2024 Q3	$263K	Hold	7,505	–	–	﹤0.01%	2151
2024 Q2	$257K	Hold	7,505	–	–	﹤0.01%	1902
2024 Q1	$251K	Hold	7,505	–	–	﹤0.01%	1972
2023 Q4	$240K	Hold	7,505	–	–	﹤0.01%	1632
2023 Q3	$220K	Hold	7,505	–	–	﹤0.01%	1259
2023 Q2	$227K	Hold	7,505	–	–	﹤0.01%	1470
2023 Q1	$214K	Hold	7,505	–	–	﹤0.01%	1682
2022 Q4	$206K	Buy	+7,505	New	+$209K	﹤0.01%	1330

Other funds holding UDEC

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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 Chicago, Illinois $424B AUM 22.9% 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

Sovran Advisors San Diego, California $1.34B AUM 21.63% 1-Year Est. Return

Cerity Partners's UDEC Position: Q2 2026 in Review

Cerity Partners increased its Innovator US Equity Ultra Buffer ETF December (UDEC) stake by 61% in Q2 2026, buying an estimated $188K and bringing the position to 12,083 shares worth $504K. The position accounts for ﹤0.01% of the portfolio, ranked #2419.

Cerity Partners first reported a position in UDEC in Q4 2022 and has held it in 15 quarters since. 128 funds tracked by Wall St. Rank hold UDEC as of Q2 2026.

Cerity Partners held 12,083 shares of Innovator US Equity Ultra Buffer ETF December worth $504K as of Q2 2026.
Cerity Partners bought 4,578 Innovator US Equity Ultra Buffer ETF December shares in Q2 2026, an estimated $188K.
Innovator US Equity Ultra Buffer ETF December made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #2419 holding.
Cerity Partners first reported a position in Innovator US Equity Ultra Buffer ETF December in Q4 2022 and has held it in 15 quarters since.
128 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF December as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.