RRMM
UDEC

Regatta Research & Money Management’s Innovator US Equity Ultra Buffer ETF December UDEC Stock Holding History

Regatta Research & Money 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 		$23.2K Buy
+557
New +$22.8K 0.02% 396

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
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
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
KWM
KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return
CVA
Central Valley Advisors Sacramento, California $390M AUM 20.62% 1-Year Est. Return
BFG
Berger Financial Group Plymouth, Minnesota $1.96B AUM 20.58% 1-Year Est. Return

Regatta Research & Money Management's UDEC Position: Q2 2026 in Review

Regatta Research & Money Management opened a new position in Innovator US Equity Ultra Buffer ETF December (UDEC) in Q2 2026: 557 shares worth $23.2K. The stake represents 0.02% of the portfolio and ranks #396 among its holdings.

97 funds tracked by Wall St. Rank hold UDEC as of Q2 2026.

  • Regatta Research & Money Management held 557 shares of Innovator US Equity Ultra Buffer ETF December worth $23.2K as of Q2 2026.
  • Innovator US Equity Ultra Buffer ETF December was a new Regatta Research & Money Management position in Q2 2026.
  • Innovator US Equity Ultra Buffer ETF December made up 0.02% of Regatta Research & Money Management's portfolio in Q2 2026, its #396 holding.
  • 97 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF December as of Q2 2026.

Based on Regatta Research & Money Management's 13F filing for Q2 2026, filed 12 Aug 2026.