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

Crown 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
2025 Q4	–	Sell	-25,004	Closed	-$959K	–	148
2025 Q3	$959K	Sell	25,004 -1,173	-4%	-$43.8K	0.29%	47
2025 Q2	$954K	Sell	26,177 -3,000	-10%	-$104K	0.36%	43
2025 Q1	$1M	Buy	+29,177	New	+$1.03M	0.52%	33

Other funds holding UDEC

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LCWM

Legacy Capital Wealth Management The Woodlands, Texas $174M AUM

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

PCA

Prosperity Capital Advisors Westlake, Ohio $1.76B AUM 18.92% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

KWM

KFG Wealth Management Granger, Indiana $774M AUM 12.78% 1-Year Est. Return

Crown Wealth Group's UDEC Position: Q4 2025 in Review

Crown Wealth Group sold out of Innovator US Equity Ultra Buffer ETF December (UDEC) in Q4 2025, closing a stake of 25,004 shares — an estimated $959K sold.

Crown Wealth Group first reported a position in UDEC in Q1 2025 and held it in 3 quarters. The position peaked at $1M in Q1 2025. 118 funds tracked by Wall St. Rank hold UDEC as of Q4 2025.

Crown Wealth Group reported no remaining Innovator US Equity Ultra Buffer ETF December position as of Q4 2025 after selling out during the quarter.
Crown Wealth Group sold 25,004 Innovator US Equity Ultra Buffer ETF December shares in Q4 2025, an estimated $959K.
Crown Wealth Group first reported a position in Innovator US Equity Ultra Buffer ETF December in Q1 2025 and held it in 3 quarters.
Crown Wealth Group's Innovator US Equity Ultra Buffer ETF December position peaked at $1M in Q1 2025.
118 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF December as of Q4 2025.

Based on Crown Wealth Group's 13F filing for Q4 2025, filed 28 Jan 2026.