MWM
UDEC

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
Q2 		$220K Buy
+5,272
New +$216K 0.15% 46
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

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

MY Wealth Management's UDEC Position: Q2 2026 in Review

MY Wealth Management opened a new position in Innovator US Equity Ultra Buffer ETF December (UDEC) in Q2 2026: 5,272 shares worth $220K. The stake represents 0.15% of the portfolio and ranks #46 among its holdings. This is a return to the name: MY Wealth Management previously reported a position in UDEC as recently as Q4 2025.

MY Wealth Management first reported a position in UDEC in Q3 2025 and has held it in 3 quarters since. 125 funds tracked by Wall St. Rank hold UDEC as of Q2 2026.

  • MY Wealth Management held 5,272 shares of Innovator US Equity Ultra Buffer ETF December worth $220K as of Q2 2026.
  • Innovator US Equity Ultra Buffer ETF December was a new MY Wealth Management position in Q2 2026.
  • Innovator US Equity Ultra Buffer ETF December made up 0.15% of MY Wealth Management's portfolio in Q2 2026, its #46 holding.
  • MY Wealth Management first reported a position in Innovator US Equity Ultra Buffer ETF December in Q3 2025 and has held it in 3 quarters since.
  • 125 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF December as of Q2 2026.

Based on MY Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.