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
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

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
TPW
Talon Private Wealth The Villages, Florida $753M AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LCWM
Legacy Capital Wealth Management The Woodlands, Texas $174M AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
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
SA
Sovran Advisors San Diego, California $1.27B AUM 18.55% 1-Year Est. Return

DHJJ Financial Advisors's UDEC Position: Q1 2026 in Review

DHJJ Financial Advisors increased its Innovator US Equity Ultra Buffer ETF December (UDEC) stake by 2.4% in Q1 2026, buying an estimated $4.48K and bringing the position to 4,907 shares worth $191K. The position accounts for 0.06% of the portfolio, ranked #204.

DHJJ Financial Advisors first reported a position in UDEC in Q3 2023 and has held it in 11 quarters since. 111 funds tracked by Wall St. Rank hold UDEC as of Q1 2026.

  • DHJJ Financial Advisors held 4,907 shares of Innovator US Equity Ultra Buffer ETF December worth $191K as of Q1 2026.
  • DHJJ Financial Advisors bought 113 Innovator US Equity Ultra Buffer ETF December shares in Q1 2026, an estimated $4.48K.
  • Innovator US Equity Ultra Buffer ETF December made up 0.06% of DHJJ Financial Advisors's portfolio in Q1 2026, its #204 holding.
  • DHJJ Financial Advisors first reported a position in Innovator US Equity Ultra Buffer ETF December in Q3 2023 and has held it in 11 quarters since.
  • 111 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF December as of Q1 2026.

Based on DHJJ Financial Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.