Lantz Financial
UDEC icon

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
Q3 		$778K Hold
18,165
– – 0.14% 136
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

Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Prosperity Capital Advisors
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return
KFG Wealth Management
KFG Wealth Management Granger, Indiana $922M AUM 10.87% 1-Year Est. Return
MBL Wealth
MBL Wealth Charlotte, North Carolina $1.67B AUM 13.43% 1-Year Est. Return
MAM
Milestone Asset Management Pittsburgh, Pennsylvania $631M AUM 19.95% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Strategic Blueprint
Strategic Blueprint Atlanta, Georgia $2.04B AUM 19.28% 1-Year Est. Return
WealthPlan Investment Management
WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return
Castle Rock Wealth Management
Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Lantz Financial's UDEC Position: Q3 2026 in Review

Lantz Financial held its Innovator US Equity Ultra Buffer ETF December (UDEC) position steady in Q3 2026 at 18,165 shares worth $778K. The position accounts for 0.14% of the portfolio, ranked #136.

Lantz Financial first reported a position in UDEC in Q4 2025 and has held it in 4 quarters since. 37 funds tracked by Wall St. Rank hold UDEC as of Q3 2026.

  • Lantz Financial held 18,165 shares of Innovator US Equity Ultra Buffer ETF December worth $778K as of Q3 2026.
  • Lantz Financial left its Innovator US Equity Ultra Buffer ETF December share count unchanged in Q3 2026.
  • Innovator US Equity Ultra Buffer ETF December made up 0.14% of Lantz Financial's portfolio in Q3 2026, its #136 holding.
  • Lantz Financial first reported a position in Innovator US Equity Ultra Buffer ETF December in Q4 2025 and has held it in 4 quarters since.
  • 37 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF December as of Q3 2026.

Based on Lantz Financial's 13F filing for Q3 2026, filed 15 Oct 2026.