Foundations Investment Advisors’s Innovator US Equity Ultra Buffer ETF December UDEC Stock Holding History

Foundations Investment 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	$5.74M	Sell	137,623 -19,216	-12%	-$787K	0.06%	228
2026 Q1	$6.09M	Sell	156,839 -3,089	-2%	-$122K	0.08%	203
2025 Q4	$6.34M	Buy	159,928 +12,698	+9%	+$495K	0.08%	185
2025 Q3	$5.65M	Sell	147,230 -6,402	-4%	-$239K	0.08%	188
2025 Q2	$5.6M	Buy	153,632 +137,677	+863%	+$4.79M	0.09%	183
2025 Q1	$547K	Buy	15,955 +9,588	+151%	+$337K	0.01%	555
2024 Q4	$223K	Buy	+6,367	New	+$225K	﹤0.01%	768
2024 Q1	–	Sell	-98,010	Closed	-$3.19M	–	754
2023 Q4	$3.19M	Sell	98,010 -3,117	-3%	-$94.9K	0.09%	174
2023 Q3	$2.97M	Buy	+101,127	New	+$3.06M	0.09%	170

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 22.96% 1-Year Est. Return

PCA

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return

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

Foundations Investment Advisors's UDEC Position: Q2 2026 in Review

Foundations Investment Advisors reduced its Innovator US Equity Ultra Buffer ETF December (UDEC) stake by 12% in Q2 2026, selling an estimated $787K and leaving 137,623 shares worth $5.74M. The position accounts for 0.06% of the portfolio, ranked #228.

Foundations Investment Advisors first reported a position in UDEC in Q3 2023 and has held it in 9 quarters since. The position peaked at $6.34M in Q4 2025. 125 funds tracked by Wall St. Rank hold UDEC as of Q2 2026.

Foundations Investment Advisors held 137,623 shares of Innovator US Equity Ultra Buffer ETF December worth $5.74M as of Q2 2026.
Foundations Investment Advisors sold 19,216 Innovator US Equity Ultra Buffer ETF December shares in Q2 2026, an estimated $787K.
Innovator US Equity Ultra Buffer ETF December made up 0.06% of Foundations Investment Advisors's portfolio in Q2 2026, its #228 holding.
Foundations Investment Advisors first reported a position in Innovator US Equity Ultra Buffer ETF December in Q3 2023 and has held it in 9 quarters since.
Foundations Investment Advisors's Innovator US Equity Ultra Buffer ETF December position peaked at $6.34M in Q4 2025.
125 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF December as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.