LF
UDEC

Lantz Financial’s Innovator US Equity Ultra Buffer ETF December UDEC Stock Holding History

Lantz Financial’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 		$757K Sell
18,165
-673
-4% -$27.6K 0.14% 143
2026
Q1 		$732K Buy
18,838
+10,016
+114% +$397K 0.15% 140
2025
Q4 		$350K Buy
+8,822
New +$344K 0.07% 194

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

Lantz Financial's UDEC Position: Q2 2026 in Review

Lantz Financial reduced its Innovator US Equity Ultra Buffer ETF December (UDEC) stake by 3.6% in Q2 2026, selling an estimated $27.6K and leaving 18,165 shares worth $757K. The position accounts for 0.14% of the portfolio, ranked #143.

Lantz Financial first reported a position in UDEC in Q4 2025 and has held it in 3 quarters since. 125 funds tracked by Wall St. Rank hold UDEC as of Q2 2026.

  • Lantz Financial held 18,165 shares of Innovator US Equity Ultra Buffer ETF December worth $757K as of Q2 2026.
  • Lantz Financial sold 673 Innovator US Equity Ultra Buffer ETF December shares in Q2 2026, an estimated $27.6K.
  • Innovator US Equity Ultra Buffer ETF December made up 0.14% of Lantz Financial's portfolio in Q2 2026, its #143 holding.
  • Lantz Financial first reported a position in Innovator US Equity Ultra Buffer ETF December in Q4 2025 and has held it in 3 quarters since.
  • 125 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF December as of Q2 2026.

Based on Lantz Financial's 13F filing for Q2 2026, filed 9 Jul 2026.