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 Q2	$12.5K	Hold	300	–	–	﹤0.01%	2768
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

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 22.9% 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

EverSource Wealth Advisors's UDEC Position: Q2 2026 in Review

EverSource Wealth Advisors held its Innovator US Equity Ultra Buffer ETF December (UDEC) position steady in Q2 2026 at 300 shares worth $12.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2768.

EverSource Wealth Advisors first reported a position in UDEC in Q4 2024 and has held it in 7 quarters since. 128 funds tracked by Wall St. Rank hold UDEC as of Q2 2026.

EverSource Wealth Advisors held 300 shares of Innovator US Equity Ultra Buffer ETF December worth $12.5K as of Q2 2026.
EverSource Wealth 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 ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2768 holding.
EverSource Wealth Advisors first reported a position in Innovator US Equity Ultra Buffer ETF December in Q4 2024 and has held it in 7 quarters since.
128 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF December as of Q2 2026.

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