MY Wealth Management’s Innovator US Equity Ultra Buffer ETF December UDEC Stock Holding History

MY Wealth 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 Q1	–	Sell	-5,282	Closed	-$209K	–	36
2025 Q4	$209K	Hold	5,282	–	–	0.18%	36
2025 Q3	$203K	Buy	+5,282	New	+$197K	0.18%	34

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 Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

LCWM

Legacy Capital Wealth Management The Woodlands, Texas $174M AUM

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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 $2.03B AUM 23.67% 1-Year Est. Return

Sovran Advisors San Diego, California $1.27B AUM 18.55% 1-Year Est. Return

MY Wealth Management's UDEC Position: Q1 2026 in Review

MY Wealth Management sold out of Innovator US Equity Ultra Buffer ETF December (UDEC) in Q1 2026, closing a stake of 5,282 shares — an estimated $209K sold.

MY Wealth Management first reported a position in UDEC in Q3 2025 and held it in 2 quarters. The position peaked at $209K in Q4 2025. 111 funds tracked by Wall St. Rank hold UDEC as of Q1 2026.

MY Wealth Management reported no remaining Innovator US Equity Ultra Buffer ETF December position as of Q1 2026 after selling out during the quarter.
MY Wealth Management sold 5,282 Innovator US Equity Ultra Buffer ETF December shares in Q1 2026, an estimated $209K.
MY Wealth Management first reported a position in Innovator US Equity Ultra Buffer ETF December in Q3 2025 and held it in 2 quarters.
MY Wealth Management's Innovator US Equity Ultra Buffer ETF December position peaked at $209K in Q4 2025.
111 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF December as of Q1 2026.

Based on MY Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.