LPL Financial
UDEC

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

LPL 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 		$2.26M Buy
54,164
+8,048
+17% +$330K ﹤0.01% 3618
2026
Q1 		$1.79M Sell
46,116
-3,208
-7% -$127K ﹤0.01% 3629
2025
Q4 		$1.96M Sell
49,324
-252
-0.5% -$9.83K ﹤0.01% 3435
2025
Q3 		$1.9M Buy
49,576
+628
+1% +$23.4K ﹤0.01% 3364
2025
Q2 		$1.78M Buy
48,948
+23,553
+93% +$820K ﹤0.01% 3233
2025
Q1 		$871K Buy
25,395
+1,240
+5% +$43.6K ﹤0.01% 3676
2024
Q4 		$848K Buy
24,155
+3,544
+17% +$125K ﹤0.01% 3633
2024
Q3 		$721K Buy
20,611
+3,985
+24% +$138K ﹤0.01% 3698
2024
Q2 		$570K Buy
16,626
+271
+2% +$9.11K ﹤0.01% 3758
2024
Q1 		$547K Buy
+16,355
New +$535K ﹤0.01% 3702

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

LPL Financial's UDEC Position: Q2 2026 in Review

LPL Financial increased its Innovator US Equity Ultra Buffer ETF December (UDEC) stake by 17% in Q2 2026, buying an estimated $330K and bringing the position to 54,164 shares worth $2.26M. The position accounts for ﹤0.01% of the portfolio, ranked #3618.

LPL Financial first reported a position in UDEC in Q1 2024 and has held it in 10 quarters since. 125 funds tracked by Wall St. Rank hold UDEC as of Q2 2026.

  • LPL Financial held 54,164 shares of Innovator US Equity Ultra Buffer ETF December worth $2.26M as of Q2 2026.
  • LPL Financial bought 8,048 Innovator US Equity Ultra Buffer ETF December shares in Q2 2026, an estimated $330K.
  • Innovator US Equity Ultra Buffer ETF December made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #3618 holding.
  • LPL Financial first reported a position in Innovator US Equity Ultra Buffer ETF December in Q1 2024 and has held it in 10 quarters since.
  • 125 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF December as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.