MWP
UDEC

Madison Wealth Partners’s Innovator US Equity Ultra Buffer ETF December UDEC Stock Holding History

Madison Wealth Partners’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 		$276K Buy
+6,627
New +$271K 0.04% 222

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

Madison Wealth Partners's UDEC Position: Q2 2026 in Review

Madison Wealth Partners opened a new position in Innovator US Equity Ultra Buffer ETF December (UDEC) in Q2 2026: 6,627 shares worth $276K. The stake represents 0.04% of the portfolio and ranks #222 among its holdings.

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

  • Madison Wealth Partners held 6,627 shares of Innovator US Equity Ultra Buffer ETF December worth $276K as of Q2 2026.
  • Innovator US Equity Ultra Buffer ETF December was a new Madison Wealth Partners position in Q2 2026.
  • Innovator US Equity Ultra Buffer ETF December made up 0.04% of Madison Wealth Partners's portfolio in Q2 2026, its #222 holding.
  • 124 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF December as of Q2 2026.

Based on Madison Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.