FLFS
UDEC

Family Legacy Financial Solutions’s Innovator US Equity Ultra Buffer ETF December UDEC Stock Holding History

Family Legacy Financial Solutions’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 		$463K Sell
11,100
-2,800
-20% -$115K 0.28% 38
2026
Q1 		$542K Hold
13,900
– – 0.44% 33
2025
Q4 		$551K Sell
13,900
-157,180
-92% -$6.13M 0.42% 34
2025
Q3 		$6.56M Sell
171,080
-10,676
-6% -$399K 5.03% 6
2025
Q2 		$6.62M Buy
+181,756
New +$6.33M 5.62% 5

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
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return
SA
Sovran Advisors San Diego, California $1.34B AUM 21.63% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return
CVA
Central Valley Advisors Sacramento, California $390M AUM 20.62% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
MAM
Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

Family Legacy Financial Solutions's UDEC Position: Q2 2026 in Review

Family Legacy Financial Solutions reduced its Innovator US Equity Ultra Buffer ETF December (UDEC) stake by 20% in Q2 2026, selling an estimated $115K and leaving 11,100 shares worth $463K. The position accounts for 0.28% of the portfolio, ranked #38.

Family Legacy Financial Solutions first reported a position in UDEC in Q2 2025 and has held it in 5 quarters since. The position peaked at $6.62M in Q2 2025. 55 funds tracked by Wall St. Rank hold UDEC as of Q2 2026.

  • Family Legacy Financial Solutions held 11,100 shares of Innovator US Equity Ultra Buffer ETF December worth $463K as of Q2 2026.
  • Family Legacy Financial Solutions sold 2,800 Innovator US Equity Ultra Buffer ETF December shares in Q2 2026, an estimated $115K.
  • Innovator US Equity Ultra Buffer ETF December made up 0.28% of Family Legacy Financial Solutions's portfolio in Q2 2026, its #38 holding.
  • Family Legacy Financial Solutions first reported a position in Innovator US Equity Ultra Buffer ETF December in Q2 2025 and has held it in 5 quarters since.
  • Family Legacy Financial Solutions's Innovator US Equity Ultra Buffer ETF December position peaked at $6.62M in Q2 2025.
  • 55 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF December as of Q2 2026.

Based on Family Legacy Financial Solutions's 13F filing for Q2 2026, filed 14 Jul 2026.