Morgan Stanley
UDEC

Morgan Stanley’s Innovator US Equity Ultra Buffer ETF December UDEC Stock Holding History

Morgan Stanley’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 		$64.5K Buy
1,547
+471
+44% +$19.3K ﹤0.01% 6414
2026
Q1 		$41.8K Hold
1,076
– – ﹤0.01% 6486
2025
Q4 		$42.7K Buy
1,076
+969
+906% +$37.8K ﹤0.01% 6485
2025
Q3 		$4.11K Hold
107
– – ﹤0.01% 7144
2025
Q2 		$3.9K Hold
107
– – ﹤0.01% 7095
2025
Q1 		$3.67K Hold
107
– – ﹤0.01% 7065
2024
Q4 		$3.75K Hold
107
– – ﹤0.01% 7078
2024
Q3 		$3.75K Hold
107
– – ﹤0.01% 6990
2024
Q2 		$3.67K Hold
107
– – ﹤0.01% 6932
2024
Q1 		$3.58K Hold
107
– – ﹤0.01% 6964
2023
Q4 		$3.43K Hold
107
– – ﹤0.01% 6931
2023
Q3 		$3.14K Hold
107
– – ﹤0.01% 7017
2023
Q2 		$3.23K Hold
107
– – ﹤0.01% 7084
2023
Q1 		$3.05K Buy
+107
New +$3K ﹤0.01% 7158
2021
Q3 		– Sell
-403
Closed -$12K – 8027
2021
Q2 		$12K Hold
403
– – ﹤0.01% 7187
2021
Q1 		$12K Hold
403
– – ﹤0.01% 6894
2020
Q4 		$11K Buy
+403
New +$11.3K ﹤0.01% 6610

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

Morgan Stanley's UDEC Position: Q2 2026 in Review

Morgan Stanley increased its Innovator US Equity Ultra Buffer ETF December (UDEC) stake by 44% in Q2 2026, buying an estimated $19.3K and bringing the position to 1,547 shares worth $64.5K. The position accounts for ﹤0.01% of the portfolio, ranked #6414.

Morgan Stanley first reported a position in UDEC in Q4 2020 and has held it in 17 quarters since. 124 funds tracked by Wall St. Rank hold UDEC as of Q2 2026.

  • Morgan Stanley held 1,547 shares of Innovator US Equity Ultra Buffer ETF December worth $64.5K as of Q2 2026.
  • Morgan Stanley bought 471 Innovator US Equity Ultra Buffer ETF December shares in Q2 2026, an estimated $19.3K.
  • Innovator US Equity Ultra Buffer ETF December made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #6414 holding.
  • Morgan Stanley first reported a position in Innovator US Equity Ultra Buffer ETF December in Q4 2020 and has held it in 17 quarters since.
  • 124 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF December as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.