CFM
UDEC

Compass Financial Management’s Innovator US Equity Ultra Buffer ETF December UDEC Stock Holding History

Compass Financial Management’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 		$5.13K Buy
+123
New +$5.04K ﹤0.01% 1175

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

Compass Financial Management's UDEC Position: Q2 2026 in Review

Compass Financial Management opened a new position in Innovator US Equity Ultra Buffer ETF December (UDEC) in Q2 2026: 123 shares worth $5.13K. The stake represents ﹤0.01% of the portfolio and ranks #1175 among its holdings.

120 funds tracked by Wall St. Rank hold UDEC as of Q2 2026.

  • Compass Financial Management held 123 shares of Innovator US Equity Ultra Buffer ETF December worth $5.13K as of Q2 2026.
  • Innovator US Equity Ultra Buffer ETF December was a new Compass Financial Management position in Q2 2026.
  • Innovator US Equity Ultra Buffer ETF December made up ﹤0.01% of Compass Financial Management's portfolio in Q2 2026, its #1175 holding.
  • 120 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF December as of Q2 2026.

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.