Cetera Investment Advisers
UDEC

Cetera Investment Advisers’s Innovator US Equity Ultra Buffer ETF December UDEC Stock Holding History

Cetera Investment Advisers’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 		$2.62M Sell
62,745
-2,596
-4% -$106K ﹤0.01% 2165
2026
Q1 		$2.54M Sell
65,341
-13,952
-18% -$553K ﹤0.01% 2063
2025
Q4 		$3.14M Buy
79,293
+9,695
+14% +$378K ﹤0.01% 1814
2025
Q3 		$2.67M Buy
69,598
+19,440
+39% +$726K ﹤0.01% 1921
2025
Q2 		$1.83M Buy
50,158
+5,752
+13% +$200K ﹤0.01% 1908
2025
Q1 		$1.52M Buy
44,406
+7,597
+21% +$267K ﹤0.01% 1956
2024
Q4 		$1.29M Buy
36,809
+5,932
+19% +$209K ﹤0.01% 1981
2024
Q3 		$1.08M Buy
30,877
+1,116
+4% +$38.5K ﹤0.01% 2069
2024
Q2 		$1.02M Sell
29,761
-6,255
-17% -$210K ﹤0.01% 2067
2024
Q1 		$1.2M Buy
36,016
+27,298
+313% +$893K ﹤0.01% 1933
2023
Q4 		$279K Buy
8,718
+269
+3% +$8.19K ﹤0.01% 1822
2023
Q3 		$248K Sell
8,449
-1,583
-16% -$47.9K ﹤0.01% 1849
2023
Q2 		$303K Sell
10,032
-395,002
-98% -$11.5M ﹤0.01% 1739
2023
Q1 		$11.5M Buy
405,034
+347,547
+605% +$9.74M 0.1% 189
2022
Q4 		$1.58M Buy
57,487
+8,128
+16% +$227K 0.01% 796
2022
Q3 		$1.38M Sell
49,359
-1,407
-3% -$39.7K 0.03% 589
2022
Q2 		$1.41M Sell
50,766
-230
-0.5% -$6.59K 0.02% 654
2022
Q1 		$1.52M Sell
50,996
-842
-2% -$24.9K 0.02% 661
2021
Q4 		$1.57M Sell
51,838
-31,493
-38% -$941K 0.02% 635
2021
Q3 		$2.47M Sell
83,331
-5,856
-7% -$173K 0.04% 451
2021
Q2 		$2.63M Buy
89,187
+1,095
+1% +$32K 0.04% 435
2021
Q1 		$2.55M Buy
88,092
+11,856
+16% +$339K 0.05% 370
2020
Q4 		$2.17M Buy
+76,236
New +$2.13M 0.04% 407

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

Cetera Investment Advisers's UDEC Position: Q2 2026 in Review

Cetera Investment Advisers reduced its Innovator US Equity Ultra Buffer ETF December (UDEC) stake by 4% in Q2 2026, selling an estimated $106K and leaving 62,745 shares worth $2.62M. The position accounts for ﹤0.01% of the portfolio, ranked #2165.

Cetera Investment Advisers first reported a position in UDEC in Q4 2020 and has held it in 23 quarters since. The position peaked at $11.5M in Q1 2023. 125 funds tracked by Wall St. Rank hold UDEC as of Q2 2026.

  • Cetera Investment Advisers held 62,745 shares of Innovator US Equity Ultra Buffer ETF December worth $2.62M as of Q2 2026.
  • Cetera Investment Advisers sold 2,596 Innovator US Equity Ultra Buffer ETF December shares in Q2 2026, an estimated $106K.
  • Innovator US Equity Ultra Buffer ETF December made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #2165 holding.
  • Cetera Investment Advisers first reported a position in Innovator US Equity Ultra Buffer ETF December in Q4 2020 and has held it in 23 quarters since.
  • Cetera Investment Advisers's Innovator US Equity Ultra Buffer ETF December position peaked at $11.5M in Q1 2023.
  • 125 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF December as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.