IWM
UDEC

IHT Wealth Management’s Innovator US Equity Ultra Buffer ETF December UDEC Stock Holding History

IHT Wealth Management’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
2025
Q3 		– Sell
-111,257
Closed -$4.05M – 1224
2025
Q2 		$4.05M Sell
111,257
-18,372
-14% -$640K 0.11% 179
2025
Q1 		$4.47M Buy
129,629
+101,159
+355% +$3.56M 0.14% 144
2024
Q4 		$999K Buy
+28,470
New +$1.01M 0.03% 454

Other funds holding UDEC

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return
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
FLFS
Family Legacy Financial Solutions Cary, North Carolina $164M AUM 62.92% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $1.76B AUM 18.92% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
TF
Trek Financial Scottsdale, Arizona $1.88B AUM 41.21% 1-Year Est. Return

IHT Wealth Management's UDEC Position: Q3 2025 in Review

IHT Wealth Management sold out of Innovator US Equity Ultra Buffer ETF December (UDEC) in Q3 2025, closing a stake of 111,257 shares — an estimated $4.05M sold.

IHT Wealth Management first reported a position in UDEC in Q4 2024 and held it in 3 quarters. The position peaked at $4.47M in Q1 2025. 115 funds tracked by Wall St. Rank hold UDEC as of Q3 2025.

  • IHT Wealth Management reported no remaining Innovator US Equity Ultra Buffer ETF December position as of Q3 2025 after selling out during the quarter.
  • IHT Wealth Management sold 111,257 Innovator US Equity Ultra Buffer ETF December shares in Q3 2025, an estimated $4.05M.
  • IHT Wealth Management first reported a position in Innovator US Equity Ultra Buffer ETF December in Q4 2024 and held it in 3 quarters.
  • IHT Wealth Management's Innovator US Equity Ultra Buffer ETF December position peaked at $4.47M in Q1 2025.
  • 115 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF December as of Q3 2025.

Based on IHT Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.