CW
UDEC

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

CreativeOne Wealth’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
2025
Q1 		– Sell
-5,830
Closed -$205K – 1148
2024
Q4 		$205K Buy
+5,830
New +$206K 0.01% 1015

Other funds holding UDEC

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
TPW
Talon Private Wealth The Villages, Florida $855M AUM
LJAC
L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SA
Sovran Advisors San Diego, California $1.34B AUM 21.63% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return
TAP
Tounjian Advisory Partners Fort Myers, Florida $234M AUM 22.4% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return
TF
Trek Financial Scottsdale, Arizona $2.01B AUM 53.49% 1-Year Est. Return

CreativeOne Wealth's UDEC Position: Q1 2025 in Review

CreativeOne Wealth sold out of Innovator US Equity Ultra Buffer ETF December (UDEC) in Q1 2025, closing a stake of 5,830 shares — an estimated $205K sold.

CreativeOne Wealth first reported a position in UDEC in Q4 2024 and held it in 1 quarter. The position peaked at $205K in Q4 2024. 102 funds tracked by Wall St. Rank hold UDEC as of Q1 2025.

  • CreativeOne Wealth reported no remaining Innovator US Equity Ultra Buffer ETF December position as of Q1 2025 after selling out during the quarter.
  • CreativeOne Wealth sold 5,830 Innovator US Equity Ultra Buffer ETF December shares in Q1 2025, an estimated $205K.
  • CreativeOne Wealth first reported a position in Innovator US Equity Ultra Buffer ETF December in Q4 2024 and held it in 1 quarter.
  • CreativeOne Wealth's Innovator US Equity Ultra Buffer ETF December position peaked at $205K in Q4 2024.
  • 102 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF December as of Q1 2025.

Based on CreativeOne Wealth's 13F filing for Q1 2025, filed 14 May 2025.