MML Investors Services
UDEC

MML Investors Services’s Innovator US Equity Ultra Buffer ETF December UDEC Stock Holding History

MML Investors Services’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
Q1 		$1.46M Sell
37,646
-9,314
-20% -$369K ﹤0.01% 1507
2025
Q4 		$1.86M Buy
46,960
+21,738
+86% +$848K ﹤0.01% 1415
2025
Q3 		$968K Sell
25,222
-376
-1% -$14K ﹤0.01% 1752
2025
Q2 		$933K Sell
25,598
-513
-2% -$17.9K ﹤0.01% 1707
2025
Q1 		$896K Sell
26,111
-3,955
-13% -$139K ﹤0.01% 1654
2024
Q4 		$1.05M Buy
30,066
+5,243
+21% +$185K ﹤0.01% 1471
2024
Q3 		$869K Sell
24,823
-2,166
-8% -$74.8K ﹤0.01% 1528
2024
Q2 		$925K Buy
26,989
+952
+4% +$32K ﹤0.01% 1443
2024
Q1 		$870K Buy
26,037
+3,840
+17% +$126K ﹤0.01% 1491
2023
Q4 		$711K Buy
22,197
+7,455
+51% +$227K ﹤0.01% 1558
2023
Q3 		$433K Sell
14,742
-1,400
-9% -$42.4K ﹤0.01% 1718
2023
Q2 		$487K Sell
16,142
-4,550
-22% -$132K ﹤0.01% 1649
2023
Q1 		$590K Sell
20,692
-399
-2% -$11.2K ﹤0.01% 1327
2022
Q4 		$579K Buy
+21,091
New +$588K ﹤0.01% 1434

Other funds holding UDEC

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
TPW
Talon Private Wealth The Villages, Florida $753M AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LCWM
Legacy Capital Wealth Management The Woodlands, Texas $174M AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $1.76B AUM 18.92% 1-Year Est. Return
SA
Sovran Advisors San Diego, California $1.27B AUM 18.55% 1-Year Est. Return

MML Investors Services's UDEC Position: Q1 2026 in Review

MML Investors Services reduced its Innovator US Equity Ultra Buffer ETF December (UDEC) stake by 20% in Q1 2026, selling an estimated $369K and leaving 37,646 shares worth $1.46M. The position accounts for ﹤0.01% of the portfolio, ranked #1507.

MML Investors Services first reported a position in UDEC in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.86M in Q4 2025. 111 funds tracked by Wall St. Rank hold UDEC as of Q1 2026.

  • MML Investors Services held 37,646 shares of Innovator US Equity Ultra Buffer ETF December worth $1.46M as of Q1 2026.
  • MML Investors Services sold 9,314 Innovator US Equity Ultra Buffer ETF December shares in Q1 2026, an estimated $369K.
  • Innovator US Equity Ultra Buffer ETF December made up ﹤0.01% of MML Investors Services's portfolio in Q1 2026, its #1507 holding.
  • MML Investors Services first reported a position in Innovator US Equity Ultra Buffer ETF December in Q4 2022 and has held it in 14 quarters since.
  • MML Investors Services's Innovator US Equity Ultra Buffer ETF December position peaked at $1.86M in Q4 2025.
  • 111 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF December as of Q1 2026.

Based on MML Investors Services's 13F filing for Q1 2026, filed 4 May 2026.