Concurrent Investment Advisors
UDEC icon

Concurrent Investment Advisors’s Innovator US Equity Ultra Buffer ETF December UDEC Stock Holding History

Concurrent Investment 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 		$2.77M Buy
+64,587
New +$2.73M 0.02% 684

Other funds holding UDEC

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Prosperity Capital Advisors
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
Sovran Advisors San Diego, California $1.45B AUM 13.87% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
KFG Wealth Management
KFG Wealth Management Granger, Indiana $922M AUM 10.87% 1-Year Est. Return
CVA
Central Valley Advisors Sacramento, California $372M AUM 14.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Concurrent Investment Advisors's UDEC Position: Q3 2026 in Review

Concurrent Investment Advisors opened a new position in Innovator US Equity Ultra Buffer ETF December (UDEC) in Q3 2026: 64,587 shares worth $2.77M. The stake represents 0.02% of the portfolio and ranks #684 among its holdings.

74 funds tracked by Wall St. Rank hold UDEC as of Q3 2026.

  • Concurrent Investment Advisors held 64,587 shares of Innovator US Equity Ultra Buffer ETF December worth $2.77M as of Q3 2026.
  • Innovator US Equity Ultra Buffer ETF December was a new Concurrent Investment Advisors position in Q3 2026.
  • Innovator US Equity Ultra Buffer ETF December made up 0.02% of Concurrent Investment Advisors's portfolio in Q3 2026, its #684 holding.
  • 74 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF December as of Q3 2026.

Based on Concurrent Investment Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.