IAS
UDEC

Integrity Advisory Solutions’s Innovator US Equity Ultra Buffer ETF December UDEC Stock Holding History

Integrity Advisory Solutions’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 		– Sell
-98,236
Closed -$3.89M – 311
2025
Q4 		$3.89M Sell
98,236
-33
-0% -$1.29K 0.56% 35
2025
Q3 		$3.77M Buy
+98,269
New +$3.67M 0.6% 35

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 $79.5B AUM 27.1% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 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 $1.34B AUM 21.63% 1-Year Est. Return

Integrity Advisory Solutions's UDEC Position: Q1 2026 in Review

Integrity Advisory Solutions sold out of Innovator US Equity Ultra Buffer ETF December (UDEC) in Q1 2026, closing a stake of 98,236 shares — an estimated $3.89M sold.

Integrity Advisory Solutions first reported a position in UDEC in Q3 2025 and held it in 2 quarters. The position peaked at $3.89M in Q4 2025. 113 funds tracked by Wall St. Rank hold UDEC as of Q1 2026.

  • Integrity Advisory Solutions reported no remaining Innovator US Equity Ultra Buffer ETF December position as of Q1 2026 after selling out during the quarter.
  • Integrity Advisory Solutions sold 98,236 Innovator US Equity Ultra Buffer ETF December shares in Q1 2026, an estimated $3.89M.
  • Integrity Advisory Solutions first reported a position in Innovator US Equity Ultra Buffer ETF December in Q3 2025 and held it in 2 quarters.
  • Integrity Advisory Solutions's Innovator US Equity Ultra Buffer ETF December position peaked at $3.89M in Q4 2025.
  • 113 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF December as of Q1 2026.

Based on Integrity Advisory Solutions's 13F filing for Q1 2026, filed 11 May 2026.