HighTower Advisors
UDEC

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

HighTower 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
Q1 		$1.85M Sell
47,522
-7,250
-13% -$287K ﹤0.01% 1769
2025
Q4 		$2.17M Sell
54,772
-6,288
-10% -$245K ﹤0.01% 1622
2025
Q3 		$2.34M Sell
61,060
-95,086
-61% -$3.55M ﹤0.01% 1545
2025
Q2 		$5.69M Buy
156,146
+87,918
+129% +$3.06M 0.01% 1042
2025
Q1 		$2.34M Buy
68,228
+44,012
+182% +$1.55M ﹤0.01% 1448
2024
Q4 		$850K Hold
24,216
– – ﹤0.01% 2078
2024
Q3 		$846K Sell
24,216
-8,939
-27% -$309K ﹤0.01% 2030
2024
Q2 		$1.14M Sell
33,155
-534
-2% -$18K ﹤0.01% 1775
2024
Q1 		$1.13M Hold
33,689
– – ﹤0.01% 1738
2023
Q4 		$1.08M Sell
33,689
-1,070
-3% -$32.6K ﹤0.01% 1809
2023
Q3 		$1.02M Sell
34,759
-5,144
-13% -$156K ﹤0.01% 1758
2023
Q2 		$1.2M Sell
39,903
-3,059
-7% -$88.7K ﹤0.01% 1647
2023
Q1 		$1.23M Buy
42,962
+12,793
+42% +$359K ﹤0.01% 1560
2022
Q4 		$827K Buy
+30,169
New +$841K ﹤0.01% 1784

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 $2.03B AUM 23.67% 1-Year Est. Return
SA
Sovran Advisors San Diego, California $1.27B AUM 18.55% 1-Year Est. Return

HighTower Advisors's UDEC Position: Q1 2026 in Review

HighTower Advisors reduced its Innovator US Equity Ultra Buffer ETF December (UDEC) stake by 13% in Q1 2026, selling an estimated $287K and leaving 47,522 shares worth $1.85M. The position accounts for ﹤0.01% of the portfolio, ranked #1769.

HighTower Advisors first reported a position in UDEC in Q4 2022 and has held it in 14 quarters since. The position peaked at $5.69M in Q2 2025. 111 funds tracked by Wall St. Rank hold UDEC as of Q1 2026.

  • HighTower Advisors held 47,522 shares of Innovator US Equity Ultra Buffer ETF December worth $1.85M as of Q1 2026.
  • HighTower Advisors sold 7,250 Innovator US Equity Ultra Buffer ETF December shares in Q1 2026, an estimated $287K.
  • Innovator US Equity Ultra Buffer ETF December made up ﹤0.01% of HighTower Advisors's portfolio in Q1 2026, its #1769 holding.
  • HighTower Advisors first reported a position in Innovator US Equity Ultra Buffer ETF December in Q4 2022 and has held it in 14 quarters since.
  • HighTower Advisors's Innovator US Equity Ultra Buffer ETF December position peaked at $5.69M in Q2 2025.
  • 111 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF December as of Q1 2026.

Based on HighTower Advisors's 13F filing for Q1 2026, filed 5 May 2026.