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 Q3	$847K	Sell	19,786 -2,916	-13%	-$123K	0.1%	131
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

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return

TAP

Tounjian Advisory Partners Fort Myers, Florida $229M AUM 14.88% 1-Year Est. Return

Sovran Advisors San Diego, California $1.45B AUM 13.87% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

KFG Wealth Management Granger, Indiana $922M AUM 10.87% 1-Year Est. Return

CVA

Central Valley Advisors Sacramento, California $372M AUM 14.86% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Fiduciary Financial Group's UDEC Position: Q3 2026 in Review

Fiduciary Financial Group reduced its Innovator US Equity Ultra Buffer ETF December (UDEC) stake by 13% in Q3 2026, selling an estimated $123K and leaving 19,786 shares worth $847K. The position accounts for 0.1% of the portfolio, ranked #131.

Fiduciary Financial Group first reported a position in UDEC in Q1 2025 and has held it in 7 quarters since. The position peaked at $1.02M in Q4 2025. 74 funds tracked by Wall St. Rank hold UDEC as of Q3 2026.

Fiduciary Financial Group held 19,786 shares of Innovator US Equity Ultra Buffer ETF December worth $847K as of Q3 2026.
Fiduciary Financial Group sold 2,916 Innovator US Equity Ultra Buffer ETF December shares in Q3 2026, an estimated $123K.
Innovator US Equity Ultra Buffer ETF December made up 0.1% of Fiduciary Financial Group's portfolio in Q3 2026, its #131 holding.
Fiduciary Financial Group first reported a position in Innovator US Equity Ultra Buffer ETF December in Q1 2025 and has held it in 7 quarters since.
Fiduciary Financial Group's Innovator US Equity Ultra Buffer ETF December position peaked at $1.02M in Q4 2025.
74 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF December as of Q3 2026.

Based on Fiduciary Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.