GIA
UDEC

Gladstone Institutional Advisory’s Innovator US Equity Ultra Buffer ETF December UDEC Stock Holding History

Gladstone Institutional Advisory’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
Q1 		$1.11M Sell
28,630
-8,300
-22% -$329K 0.04% 356
2025
Q4 		$1.46M Buy
+36,930
New +$1.44M 0.06% 295

Other funds holding UDEC

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
TPW
Talon Private Wealth The Villages, Florida $753M AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LCWM
Legacy Capital Wealth Management The Woodlands, Texas $174M AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $1.76B AUM 18.92% 1-Year Est. Return
SA
Sovran Advisors San Diego, California $1.27B AUM 18.55% 1-Year Est. Return

Gladstone Institutional Advisory's UDEC Position: Q1 2026 in Review

Gladstone Institutional Advisory reduced its Innovator US Equity Ultra Buffer ETF December (UDEC) stake by 22% in Q1 2026, selling an estimated $329K and leaving 28,630 shares worth $1.11M. The position accounts for 0.04% of the portfolio, ranked #356.

Gladstone Institutional Advisory first reported a position in UDEC in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.46M in Q4 2025. 111 funds tracked by Wall St. Rank hold UDEC as of Q1 2026.

  • Gladstone Institutional Advisory held 28,630 shares of Innovator US Equity Ultra Buffer ETF December worth $1.11M as of Q1 2026.
  • Gladstone Institutional Advisory sold 8,300 Innovator US Equity Ultra Buffer ETF December shares in Q1 2026, an estimated $329K.
  • Innovator US Equity Ultra Buffer ETF December made up 0.04% of Gladstone Institutional Advisory's portfolio in Q1 2026, its #356 holding.
  • Gladstone Institutional Advisory first reported a position in Innovator US Equity Ultra Buffer ETF December in Q4 2025 and has held it in 2 quarters since.
  • Gladstone Institutional Advisory's Innovator US Equity Ultra Buffer ETF December position peaked at $1.46M in Q4 2025.
  • 111 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF December as of Q1 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q1 2026, filed 14 May 2026.