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

Lakeridge 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	$772K	Hold	18,531	–	–	0.28%	69
2026 Q1	$720K	Sell	18,531 -137	-0.7%	-$5.43K	0.31%	66
2025 Q4	$740K	Buy	18,668 +153	+0.8%	+$5.97K	0.34%	58
2025 Q3	$710K	Sell	18,515 -500	-3%	-$18.7K	0.32%	59
2025 Q2	$693K	Hold	19,015	–	–	0.32%	57
2025 Q1	$652K	Sell	19,015 -137	-0.7%	-$4.82K	0.33%	54
2024 Q4	$672K	Sell	19,152 -1,000	-5%	-$35.3K	0.35%	54
2024 Q3	$705K	Hold	20,152	–	–	0.39%	45
2024 Q2	$691K	Hold	20,152	–	–	0.42%	44
2024 Q1	$673K	Hold	20,152	–	–	0.44%	46
2023 Q4	$646K	Buy	+20,152	New	+$613K	0.47%	43

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

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

Lakeridge Wealth Management held its Innovator US Equity Ultra Buffer ETF December (UDEC) position steady in Q2 2026 at 18,531 shares worth $772K. The position accounts for 0.28% of the portfolio, ranked #69.

Lakeridge Wealth Management first reported a position in UDEC in Q4 2023 and has held it in 11 quarters since. 125 funds tracked by Wall St. Rank hold UDEC as of Q2 2026.

Lakeridge Wealth Management held 18,531 shares of Innovator US Equity Ultra Buffer ETF December worth $772K as of Q2 2026.
Lakeridge Wealth Management left its Innovator US Equity Ultra Buffer ETF December share count unchanged in Q2 2026.
Innovator US Equity Ultra Buffer ETF December made up 0.28% of Lakeridge Wealth Management's portfolio in Q2 2026, its #69 holding.
Lakeridge Wealth Management first reported a position in Innovator US Equity Ultra Buffer ETF December in Q4 2023 and has held it in 11 quarters since.
125 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF December as of Q2 2026.

Based on Lakeridge Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.