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 Q2	$2.04M	Buy	49,022 +1,500	+3%	+$61.4K	﹤0.01%	1759
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

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

HighTower Advisors's UDEC Position: Q2 2026 in Review

HighTower Advisors increased its Innovator US Equity Ultra Buffer ETF December (UDEC) stake by 3.2% in Q2 2026, buying an estimated $61.4K and bringing the position to 49,022 shares worth $2.04M. The position accounts for ﹤0.01% of the portfolio, ranked #1759.

HighTower Advisors first reported a position in UDEC in Q4 2022 and has held it in 15 quarters since. The position peaked at $5.69M in Q2 2025. 125 funds tracked by Wall St. Rank hold UDEC as of Q2 2026.

HighTower Advisors held 49,022 shares of Innovator US Equity Ultra Buffer ETF December worth $2.04M as of Q2 2026.
HighTower Advisors bought 1,500 Innovator US Equity Ultra Buffer ETF December shares in Q2 2026, an estimated $61.4K.
Innovator US Equity Ultra Buffer ETF December made up ﹤0.01% of HighTower Advisors's portfolio in Q2 2026, its #1759 holding.
HighTower Advisors first reported a position in Innovator US Equity Ultra Buffer ETF December in Q4 2022 and has held it in 15 quarters since.
HighTower Advisors's Innovator US Equity Ultra Buffer ETF December position peaked at $5.69M in Q2 2025.
125 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF December as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.