LCWM
UDEC

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

Legacy Capital 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 		$10.1M Buy
241,913
+16,360
+7% +$670K 4.63% 3
2026
Q1 		$8.76M Buy
225,553
+9,917
+5% +$393K 5.04% 4
2025
Q4 		$8.55M Buy
+215,636
New +$8.41M 5.18% 3

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
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
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Legacy Capital Wealth Management's UDEC Position: Q2 2026 in Review

Legacy Capital Wealth Management increased its Innovator US Equity Ultra Buffer ETF December (UDEC) stake by 7.3% in Q2 2026, buying an estimated $670K and bringing the position to 241,913 shares worth $10.1M. The position accounts for 4.63% of the portfolio, ranked #3.

Legacy Capital Wealth Management 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.

  • Legacy Capital Wealth Management held 241,913 shares of Innovator US Equity Ultra Buffer ETF December worth $10.1M as of Q2 2026.
  • Legacy Capital Wealth Management bought 16,360 Innovator US Equity Ultra Buffer ETF December shares in Q2 2026, an estimated $670K.
  • Innovator US Equity Ultra Buffer ETF December made up 4.63% of Legacy Capital Wealth Management's portfolio in Q2 2026, its #3 holding.
  • Legacy Capital Wealth Management 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 Legacy Capital Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.