Creative Planning
UDEC

Creative Planning’s Innovator US Equity Ultra Buffer ETF December UDEC Stock Holding History

Creative Planning’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 		$505K Sell
12,125
-4,402
-27% -$180K ﹤0.01% 3174
2026
Q1 		$642K Buy
+16,527
New +$655K ﹤0.01% 2827

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

Creative Planning's UDEC Position: Q2 2026 in Review

Creative Planning reduced its Innovator US Equity Ultra Buffer ETF December (UDEC) stake by 27% in Q2 2026, selling an estimated $180K and leaving 12,125 shares worth $505K. The position accounts for ﹤0.01% of the portfolio, ranked #3174.

Creative Planning first reported a position in UDEC in Q1 2026 and has held it in 2 quarters since. The position peaked at $642K in Q1 2026. 125 funds tracked by Wall St. Rank hold UDEC as of Q2 2026.

  • Creative Planning held 12,125 shares of Innovator US Equity Ultra Buffer ETF December worth $505K as of Q2 2026.
  • Creative Planning sold 4,402 Innovator US Equity Ultra Buffer ETF December shares in Q2 2026, an estimated $180K.
  • Innovator US Equity Ultra Buffer ETF December made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3174 holding.
  • Creative Planning first reported a position in Innovator US Equity Ultra Buffer ETF December in Q1 2026 and has held it in 2 quarters since.
  • Creative Planning's Innovator US Equity Ultra Buffer ETF December position peaked at $642K in Q1 2026.
  • 125 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF December as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.