CAS
UDEC

Coppell Advisory Solutions’s Innovator US Equity Ultra Buffer ETF December UDEC Stock Holding History

Coppell Advisory Solutions’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 		$41.8K Buy
+10,143
New +$416K ﹤0.01% 462
2026
Q1 		– Sell
-12,367
Closed -$492K – 330
2025
Q4 		$492K Sell
12,367
-1,575
-11% -$61.4K 0.05% 250
2025
Q3 		$534K Buy
13,942
+529
+4% +$19.8K 0.06% 237
2025
Q2 		$487K Buy
13,413
+1,243
+10% +$43.3K 0.06% 244
2025
Q1 		$417K Buy
+12,170
New +$428K 0.06% 231

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

Coppell Advisory Solutions's UDEC Position: Q2 2026 in Review

Coppell Advisory Solutions opened a new position in Innovator US Equity Ultra Buffer ETF December (UDEC) in Q2 2026: 10,143 shares worth $41.8K. The stake represents ﹤0.01% of the portfolio and ranks #462 among its holdings. This is a return to the name: Coppell Advisory Solutions previously reported a position in UDEC as recently as Q4 2025.

Coppell Advisory Solutions first reported a position in UDEC in Q1 2025 and has held it in 5 quarters since. The position peaked at $534K in Q3 2025. 125 funds tracked by Wall St. Rank hold UDEC as of Q2 2026.

  • Coppell Advisory Solutions held 10,143 shares of Innovator US Equity Ultra Buffer ETF December worth $41.8K as of Q2 2026.
  • Innovator US Equity Ultra Buffer ETF December was a new Coppell Advisory Solutions position in Q2 2026.
  • Innovator US Equity Ultra Buffer ETF December made up ﹤0.01% of Coppell Advisory Solutions's portfolio in Q2 2026, its #462 holding.
  • Coppell Advisory Solutions first reported a position in Innovator US Equity Ultra Buffer ETF December in Q1 2025 and has held it in 5 quarters since.
  • Coppell Advisory Solutions's Innovator US Equity Ultra Buffer ETF December position peaked at $534K in Q3 2025.
  • 125 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF December as of Q2 2026.

Based on Coppell Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.