DWM
UDEC

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

Diversify Wealth Management’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 Hold
14,900
– – 0.01% 801
2026
Q1 		$606K Buy
+14,900
New +$590K 0.01% 750

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

Diversify Wealth Management's UDEC Position: Q2 2026 in Review

Diversify Wealth Management held its Innovator US Equity Ultra Buffer ETF December (UDEC) position steady in Q2 2026 at 14,900 shares worth $622K. The position accounts for 0.01% of the portfolio, ranked #801.

Diversify Wealth Management first reported a position in UDEC in Q1 2026 and has held it in 2 quarters since. 124 funds tracked by Wall St. Rank hold UDEC as of Q2 2026.

  • Diversify Wealth Management held 14,900 shares of Innovator US Equity Ultra Buffer ETF December worth $622K as of Q2 2026.
  • Diversify Wealth Management left its Innovator US Equity Ultra Buffer ETF December share count unchanged in Q2 2026.
  • Innovator US Equity Ultra Buffer ETF December made up 0.01% of Diversify Wealth Management's portfolio in Q2 2026, its #801 holding.
  • Diversify Wealth Management first reported a position in Innovator US Equity Ultra Buffer ETF December in Q1 2026 and has held it in 2 quarters since.
  • 124 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF December as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.