IWM
UDEC

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

IMG 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
2026
Q2 		$2.23M Buy
53,547
+2,272
+4% +$93.1K 1.24% 18
2026
Q1 		$1.99M Sell
51,275
-536
-1% -$21.2K 1.27% 19
2025
Q4 		$2.05M Buy
51,811
+420
+0.8% +$16.4K 1.3% 20
2025
Q3 		$1.97M Sell
51,391
-93
-0.2% -$3.47K 1.33% 18
2025
Q2 		$1.88M Buy
51,484
+362
+0.7% +$12.6K 1.45% 17
2025
Q1 		$1.75M Buy
51,122
+40,922
+401% +$1.44M 1.57% 18
2024
Q4 		$358K Buy
+10,200
New +$360K 0.33% 37

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

IMG Wealth Management's UDEC Position: Q2 2026 in Review

IMG Wealth Management increased its Innovator US Equity Ultra Buffer ETF December (UDEC) stake by 4.4% in Q2 2026, buying an estimated $93.1K and bringing the position to 53,547 shares worth $2.23M. The position accounts for 1.24% of the portfolio, ranked #18.

IMG Wealth Management first reported a position in UDEC in Q4 2024 and has held it in 7 quarters since. 125 funds tracked by Wall St. Rank hold UDEC as of Q2 2026.

  • IMG Wealth Management held 53,547 shares of Innovator US Equity Ultra Buffer ETF December worth $2.23M as of Q2 2026.
  • IMG Wealth Management bought 2,272 Innovator US Equity Ultra Buffer ETF December shares in Q2 2026, an estimated $93.1K.
  • Innovator US Equity Ultra Buffer ETF December made up 1.24% of IMG Wealth Management's portfolio in Q2 2026, its #18 holding.
  • IMG Wealth Management first reported a position in Innovator US Equity Ultra Buffer ETF December in Q4 2024 and has held it in 7 quarters since.
  • 125 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF December as of Q2 2026.

Based on IMG Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.