EWA
UDEC

EverSource Wealth Advisors’s Innovator US Equity Ultra Buffer ETF December UDEC Stock Holding History

EverSource Wealth 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 		$11.7K Hold
300
– – ﹤0.01% 2832
2025
Q4 		$11.9K Hold
300
– – ﹤0.01% 2713
2025
Q3 		$11.5K Hold
300
– – ﹤0.01% 2741
2025
Q2 		$10.9K Hold
300
– – ﹤0.01% 2751
2025
Q1 		$10.3K Hold
300
– – ﹤0.01% 2096
2024
Q4 		$10.5K Buy
+300
New +$10.6K ﹤0.01% 1963

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

EverSource Wealth Advisors's UDEC Position: Q1 2026 in Review

EverSource Wealth Advisors held its Innovator US Equity Ultra Buffer ETF December (UDEC) position steady in Q1 2026 at 300 shares worth $11.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2832.

EverSource Wealth Advisors first reported a position in UDEC in Q4 2024 and has held it in 6 quarters since. The position peaked at $11.9K in Q4 2025. 111 funds tracked by Wall St. Rank hold UDEC as of Q1 2026.

  • EverSource Wealth Advisors held 300 shares of Innovator US Equity Ultra Buffer ETF December worth $11.7K as of Q1 2026.
  • EverSource Wealth Advisors left its Innovator US Equity Ultra Buffer ETF December share count unchanged in Q1 2026.
  • Innovator US Equity Ultra Buffer ETF December made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #2832 holding.
  • EverSource Wealth Advisors first reported a position in Innovator US Equity Ultra Buffer ETF December in Q4 2024 and has held it in 6 quarters since.
  • EverSource Wealth Advisors's Innovator US Equity Ultra Buffer ETF December position peaked at $11.9K in Q4 2025.
  • 111 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF December as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.