IA
UDEC

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

IFP 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 		$78.7K Buy
1,889
+1,378
+270% +$56.5K ﹤0.01% 2130
2026
Q1 		$19.8K Hold
511
– – ﹤0.01% 2781
2025
Q4 		$20.3K Buy
511
+50
+11% +$1.95K ﹤0.01% 2723
2025
Q3 		$17.7K Sell
461
-700
-60% -$26.1K ﹤0.01% 2642
2025
Q2 		$42.3K Sell
1,161
-1,243
-52% -$43.3K ﹤0.01% 2136
2025
Q1 		$82.5K Buy
2,404
+300
+14% +$10.6K ﹤0.01% 1637
2024
Q4 		$73.8K Buy
2,104
+400
+23% +$14.1K ﹤0.01% 1630
2024
Q3 		$59.6K Hold
1,704
– – ﹤0.01% 1648
2024
Q2 		$58.4K Sell
1,704
-1,250
-42% -$42K ﹤0.01% 1607
2024
Q1 		$98.7K Hold
2,954
– – ﹤0.01% 1296
2023
Q4 		$94.6K Hold
2,954
– – ﹤0.01% 1274
2023
Q3 		$86.8K Hold
2,954
– – ﹤0.01% 1328
2023
Q2 		$89.2K Hold
2,954
– – ﹤0.01% 1354
2023
Q1 		$77.9K Sell
2,954
-27,546
-90% -$772K ﹤0.01% 1372
2022
Q4 		$803K Hold
30,500
– – 0.02% 705
2022
Q3 		$803K Buy
30,500
+500
+2% +$14.1K 0.02% 720
2022
Q2 		$790K Hold
30,000
– – 0.03% 657
2022
Q1 		$790K Buy
30,000
+26,014
+653% +$771K 0.03% 657
2021
Q4 		$121K Sell
3,986
-4,263
-52% -$127K ﹤0.01% 1183
2021
Q3 		$243K Sell
8,249
-7,574
-48% -$224K ﹤0.01% 859
2021
Q2 		$467K Buy
15,823
+483
+3% +$14.1K 0.01% 565
2021
Q1 		$446K Sell
15,340
-2,022
-12% -$57.9K 0.01% 559
2020
Q4 		$492K Buy
17,362
+4,494
+35% +$126K 0.02% 508
2020
Q3 		$349K Sell
12,868
-22,355
-63% -$606K 0.02% 530
2020
Q2 		$930K Buy
+35,223
New +$913K 0.07% 281

Other funds holding UDEC

Commonwealth Equity Services
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Osaic Holdings
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
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
SA
Sovran Advisors San Diego, California $1.34B AUM 21.63% 1-Year Est. Return

IFP Advisors's UDEC Position: Q2 2026 in Review

IFP Advisors increased its Innovator US Equity Ultra Buffer ETF December (UDEC) stake by 270% in Q2 2026, buying an estimated $56.5K and bringing the position to 1,889 shares worth $78.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2130.

IFP Advisors first reported a position in UDEC in Q2 2020 and has held it in 25 quarters since. The position peaked at $930K in Q2 2020. 125 funds tracked by Wall St. Rank hold UDEC as of Q2 2026.

  • IFP Advisors held 1,889 shares of Innovator US Equity Ultra Buffer ETF December worth $78.7K as of Q2 2026.
  • IFP Advisors bought 1,378 Innovator US Equity Ultra Buffer ETF December shares in Q2 2026, an estimated $56.5K.
  • Innovator US Equity Ultra Buffer ETF December made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #2130 holding.
  • IFP Advisors first reported a position in Innovator US Equity Ultra Buffer ETF December in Q2 2020 and has held it in 25 quarters since.
  • IFP Advisors's Innovator US Equity Ultra Buffer ETF December position peaked at $930K in Q2 2020.
  • 125 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF December as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.