DFA
UDEC

DHJJ Financial Advisors’s Innovator US Equity Ultra Buffer ETF December UDEC Stock Holding History

DHJJ Financial Advisors’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 		$205K Hold
4,907
– – 0.06% 209
2026
Q1 		$191K Buy
4,907
+113
+2% +$4.48K 0.06% 204
2025
Q4 		$190K Buy
4,794
+4,244
+772% +$166K 0.06% 194
2025
Q3 		$21.1K Hold
550
– – 0.01% 480
2025
Q2 		$20K Hold
550
– – 0.01% 475
2025
Q1 		$18.9K Hold
550
– – 0.01% 438
2024
Q4 		$19.3K Sell
550
-410
-43% -$14.5K 0.01% 422
2024
Q3 		$33.6K Hold
960
– – 0.01% 359
2024
Q2 		$32.9K Hold
960
– – 0.01% 324
2024
Q1 		$32.1K Hold
960
– – 0.01% 317
2023
Q4 		$30.8K Hold
960
– – 0.01% 316
2023
Q3 		$28.2K Buy
+960
New +$29.1K 0.01% 312

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

DHJJ Financial Advisors's UDEC Position: Q2 2026 in Review

DHJJ Financial Advisors held its Innovator US Equity Ultra Buffer ETF December (UDEC) position steady in Q2 2026 at 4,907 shares worth $205K. The position accounts for 0.06% of the portfolio, ranked #209.

DHJJ Financial Advisors first reported a position in UDEC in Q3 2023 and has held it in 12 quarters since. 125 funds tracked by Wall St. Rank hold UDEC as of Q2 2026.

  • DHJJ Financial Advisors held 4,907 shares of Innovator US Equity Ultra Buffer ETF December worth $205K as of Q2 2026.
  • DHJJ Financial Advisors left its Innovator US Equity Ultra Buffer ETF December share count unchanged in Q2 2026.
  • Innovator US Equity Ultra Buffer ETF December made up 0.06% of DHJJ Financial Advisors's portfolio in Q2 2026, its #209 holding.
  • DHJJ Financial Advisors first reported a position in Innovator US Equity Ultra Buffer ETF December in Q3 2023 and has held it in 12 quarters since.
  • 125 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF December as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.