First Heartland Consultants’s Innovator US Equity Ultra Buffer ETF December UDEC Stock Holding History

First Heartland Consultants’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	$364K	Buy	8,729 +705	+9%	+$28.9K	0.02%	405
2026 Q1	$312K	Sell	8,024 -296	-4%	-$11.7K	0.02%	398
2025 Q4	$330K	Sell	8,320 -3,450	-29%	-$135K	0.03%	398
2025 Q3	$452K	Sell	11,770 -1,239	-10%	-$46.3K	0.04%	305
2025 Q2	$474K	Sell	13,009 -1,499	-10%	-$52.2K	0.04%	284
2025 Q1	$498K	Buy	+14,508	New	+$510K	0.05%	240
2021 Q3	–	Sell	-13,844	Closed	-$408K	–	417
2021 Q2	$408K	Hold	13,844	–	–	0.06%	244
2021 Q1	$401K	Hold	13,844	–	–	0.06%	239
2020 Q4	$394K	Buy	+13,844	New	+$387K	0.07%	192

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

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

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

FFG

Fiduciary Financial Group San Rafael, California $882M AUM 23.98% 1-Year Est. Return

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

First Heartland Consultants's UDEC Position: Q2 2026 in Review

First Heartland Consultants increased its Innovator US Equity Ultra Buffer ETF December (UDEC) stake by 8.8% in Q2 2026, buying an estimated $28.9K and bringing the position to 8,729 shares worth $364K. The position accounts for 0.02% of the portfolio, ranked #405.

First Heartland Consultants first reported a position in UDEC in Q4 2020 and has held it in 9 quarters since. The position peaked at $498K in Q1 2025. 19 funds tracked by Wall St. Rank hold UDEC as of Q2 2026.

First Heartland Consultants held 8,729 shares of Innovator US Equity Ultra Buffer ETF December worth $364K as of Q2 2026.
First Heartland Consultants bought 705 Innovator US Equity Ultra Buffer ETF December shares in Q2 2026, an estimated $28.9K.
Innovator US Equity Ultra Buffer ETF December made up 0.02% of First Heartland Consultants's portfolio in Q2 2026, its #405 holding.
First Heartland Consultants first reported a position in Innovator US Equity Ultra Buffer ETF December in Q4 2020 and has held it in 9 quarters since.
First Heartland Consultants's Innovator US Equity Ultra Buffer ETF December position peaked at $498K in Q1 2025.
19 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF December as of Q2 2026.

Based on First Heartland Consultants's 13F filing for Q2 2026, filed 8 Jul 2026.