Cornerstone Wealth Group’s Innovator US Equity Ultra Buffer ETF December UDEC Stock Holding History

Cornerstone Wealth Group’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	$327K	Hold	7,857	–	–	0.02%	330
2026 Q1	$318K	Hold	7,857	–	–	0.02%	316
2025 Q4	$311K	Hold	7,857	–	–	0.02%	275
2025 Q3	$301K	Hold	7,857	–	–	0.02%	265
2025 Q2	$286K	Hold	7,857	–	–	0.02%	255
2025 Q1	$269K	Buy	7,857 +1,170	+17%	+$41.2K	0.02%	240
2024 Q4	$235K	Buy	+6,687	New	+$236K	0.02%	243

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 22.96% 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

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

Cornerstone Wealth Group's UDEC Position: Q2 2026 in Review

Cornerstone Wealth Group held its Innovator US Equity Ultra Buffer ETF December (UDEC) position steady in Q2 2026 at 7,857 shares worth $327K. The position accounts for 0.02% of the portfolio, ranked #330.

Cornerstone Wealth Group first reported a position in UDEC in Q4 2024 and has held it in 7 quarters since. 125 funds tracked by Wall St. Rank hold UDEC as of Q2 2026.

Cornerstone Wealth Group held 7,857 shares of Innovator US Equity Ultra Buffer ETF December worth $327K as of Q2 2026.
Cornerstone Wealth Group left its Innovator US Equity Ultra Buffer ETF December share count unchanged in Q2 2026.
Innovator US Equity Ultra Buffer ETF December made up 0.02% of Cornerstone Wealth Group's portfolio in Q2 2026, its #330 holding.
Cornerstone Wealth Group first reported a position in Innovator US Equity Ultra Buffer ETF December in Q4 2024 and has held it in 7 quarters since.
125 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF December as of Q2 2026.

Based on Cornerstone Wealth Group's 13F filing for Q2 2026, filed 27 Jul 2026.