Guardian Wealth Advisors (North Carolina)’s Innovator US Equity Ultra Buffer ETF December UDEC Stock Holding History

Guardian Wealth Advisors (North Carolina)’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	–	Sell	-2,400	Closed	-$93.2K	–	585
2026 Q1	$93.2K	Buy	+2,400	New	+$95.1K	0.01%	400
2025 Q3	–	Sell	-3,200	Closed	-$117K	–	534
2025 Q2	$117K	Buy	3,200 +1,050	+49%	+$36.6K	0.01%	357
2025 Q1	$73.7K	Buy	+2,150	New	+$75.7K	0.01%	362

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

FIA

Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return

Sovran Advisors San Diego, California $1.34B AUM 21.63% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s UDEC Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) sold out of Innovator US Equity Ultra Buffer ETF December (UDEC) in Q2 2026, closing a stake of 2,400 shares — an estimated $93.2K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in UDEC in Q1 2025 and held it in 3 quarters. The position peaked at $117K in Q2 2025. 125 funds tracked by Wall St. Rank hold UDEC as of Q2 2026.

Guardian Wealth Advisors (North Carolina) reported no remaining Innovator US Equity Ultra Buffer ETF December position as of Q2 2026 after selling out during the quarter.
Guardian Wealth Advisors (North Carolina) sold 2,400 Innovator US Equity Ultra Buffer ETF December shares in Q2 2026, an estimated $93.2K.
Guardian Wealth Advisors (North Carolina) first reported a position in Innovator US Equity Ultra Buffer ETF December in Q1 2025 and held it in 3 quarters.
Guardian Wealth Advisors (North Carolina)'s Innovator US Equity Ultra Buffer ETF December position peaked at $117K in Q2 2025.
125 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF December as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.