FFG
UDEC

Fiduciary Financial Group’s Innovator US Equity Ultra Buffer ETF December UDEC Stock Holding History

Fiduciary Financial Group’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 		$946K Sell
22,702
-2,920
-11% -$120K 0.11% 120
2026
Q1 		$995K Hold
25,622
– – 0.13% 105
2025
Q4 		$1.02M Buy
25,622
+7,096
+38% +$277K 0.14% 96
2025
Q3 		$711K Hold
18,526
– – 0.11% 119
2025
Q2 		$674K Hold
18,526
– – 0.12% 110
2025
Q1 		$618K Buy
+18,526
New +$652K 0.13% 106

Other funds holding UDEC

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 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
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return
SA
Sonoma Allocations Santa Rosa, California $322M AUM 23.6% 1-Year Est. Return
OWA
Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
LWM
Lakeridge Wealth Management Mentor, Ohio $272M AUM 22.77% 1-Year Est. Return
LF
Lantz Financial Naperville, Illinois $546M AUM 23.57% 1-Year Est. Return

Fiduciary Financial Group's UDEC Position: Q2 2026 in Review

Fiduciary Financial Group reduced its Innovator US Equity Ultra Buffer ETF December (UDEC) stake by 11% in Q2 2026, selling an estimated $120K and leaving 22,702 shares worth $946K. The position accounts for 0.11% of the portfolio, ranked #120.

Fiduciary Financial Group first reported a position in UDEC in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.02M in Q4 2025. 19 funds tracked by Wall St. Rank hold UDEC as of Q2 2026.

  • Fiduciary Financial Group held 22,702 shares of Innovator US Equity Ultra Buffer ETF December worth $946K as of Q2 2026.
  • Fiduciary Financial Group sold 2,920 Innovator US Equity Ultra Buffer ETF December shares in Q2 2026, an estimated $120K.
  • Innovator US Equity Ultra Buffer ETF December made up 0.11% of Fiduciary Financial Group's portfolio in Q2 2026, its #120 holding.
  • Fiduciary Financial Group first reported a position in Innovator US Equity Ultra Buffer ETF December in Q1 2025 and has held it in 6 quarters since.
  • Fiduciary Financial Group's Innovator US Equity Ultra Buffer ETF December position peaked at $1.02M in Q4 2025.
  • 19 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF December as of Q2 2026.

Based on Fiduciary Financial Group's 13F filing for Q2 2026, filed 10 Jul 2026.