Diversify Advisory Services’s Innovator US Equity Ultra Buffer ETF December UDEC Stock Holding History

Diversify Advisory Services’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	$622K	Buy	+14,900	New	+$610K	0.01%	801
2026 Q1	–	Sell	-16,600	Closed	-$663K	–	813
2025 Q4	$663K	Hold	16,600	–	–	0.02%	513
2025 Q3	$646K	Sell	16,600 -600	-3%	-$22.4K	0.02%	483
2025 Q2	$644K	Hold	17,200	–	–	0.02%	448
2025 Q1	$589K	Buy	+17,200	New	+$605K	0.04%	323

Other funds holding UDEC

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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 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

Sovran Advisors San Diego, California $1.34B AUM 21.63% 1-Year Est. Return

Diversify Advisory Services's UDEC Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in Innovator US Equity Ultra Buffer ETF December (UDEC) in Q2 2026: 14,900 shares worth $622K. The stake represents 0.01% of the portfolio and ranks #801 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in UDEC as recently as Q4 2025.

Diversify Advisory Services first reported a position in UDEC in Q1 2025 and has held it in 5 quarters since. The position peaked at $663K in Q4 2025. 124 funds tracked by Wall St. Rank hold UDEC as of Q2 2026.

Diversify Advisory Services held 14,900 shares of Innovator US Equity Ultra Buffer ETF December worth $622K as of Q2 2026.
Innovator US Equity Ultra Buffer ETF December was a new Diversify Advisory Services position in Q2 2026.
Innovator US Equity Ultra Buffer ETF December made up 0.01% of Diversify Advisory Services's portfolio in Q2 2026, its #801 holding.
Diversify Advisory Services first reported a position in Innovator US Equity Ultra Buffer ETF December in Q1 2025 and has held it in 5 quarters since.
Diversify Advisory Services's Innovator US Equity Ultra Buffer ETF December position peaked at $663K in Q4 2025.
124 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF December as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.