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

Kingsview 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	$575K	Buy	13,806 +19	+0.1%	+$778	0.01%	920
2026 Q1	$535K	Buy	13,787 +62	+0.5%	+$2.46K	0.01%	883
2025 Q4	$544K	Sell	13,725 -20,188	-60%	-$787K	0.01%	816
2025 Q3	$1.3M	Sell	33,913 -1,906	-5%	-$71.2K	0.02%	544
2025 Q2	$1.31M	Buy	+35,819	New	+$1.25M	0.02%	516
2023 Q1	–	Sell	-120,367	Closed	-$3.3M	–	945
2022 Q4	$3.3M	Buy	120,367 +14,889	+14%	+$415K	0.14%	165
2022 Q3	$2.94M	Buy	105,478 +1,427	+1%	+$40.3K	0.14%	164
2022 Q2	$2.89M	Sell	104,051 -21	-0%	-$602	0.14%	166
2022 Q1	$3.11M	Buy	104,072 +163	+0.2%	+$4.83K	0.14%	165
2021 Q4	$3.15M	Buy	+103,909	New	+$3.1M	0.13%	170

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

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

Kingsview Wealth Management increased its Innovator US Equity Ultra Buffer ETF December (UDEC) stake by 0.14% in Q2 2026, buying an estimated $778 and bringing the position to 13,806 shares worth $575K. The position accounts for 0.01% of the portfolio, ranked #920.

Kingsview Wealth Management first reported a position in UDEC in Q4 2021 and has held it in 10 quarters since. The position peaked at $3.3M in Q4 2022. 125 funds tracked by Wall St. Rank hold UDEC as of Q2 2026.

Kingsview Wealth Management held 13,806 shares of Innovator US Equity Ultra Buffer ETF December worth $575K as of Q2 2026.
Kingsview Wealth Management bought 19 Innovator US Equity Ultra Buffer ETF December shares in Q2 2026, an estimated $778.
Innovator US Equity Ultra Buffer ETF December made up 0.01% of Kingsview Wealth Management's portfolio in Q2 2026, its #920 holding.
Kingsview Wealth Management first reported a position in Innovator US Equity Ultra Buffer ETF December in Q4 2021 and has held it in 10 quarters since.
Kingsview Wealth Management's Innovator US Equity Ultra Buffer ETF December position peaked at $3.3M in Q4 2022.
125 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF December as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.