OCFG
UDEC

O'Connor Financial Group’s Innovator US Equity Ultra Buffer ETF December UDEC Stock Holding History

O'Connor Financial Group’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 		$301K Hold
7,232
– – 0.11% 57
2026
Q1 		$281K Hold
7,232
– – 0.11% 54
2025
Q4 		$288K Buy
+7,232
New +$282K 0.12% 53

Other funds holding UDEC

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
MAM
Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return
SA
Sonoma Allocations Santa Rosa, California $322M AUM 23.6% 1-Year Est. Return
OWA
Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return
FFG
Fiduciary Financial Group San Rafael, California $882M AUM 23.98% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
LWM
Lakeridge Wealth Management Mentor, Ohio $272M AUM 22.77% 1-Year Est. Return

O'Connor Financial Group's UDEC Position: Q2 2026 in Review

O'Connor Financial Group held its Innovator US Equity Ultra Buffer ETF December (UDEC) position steady in Q2 2026 at 7,232 shares worth $301K. The position accounts for 0.11% of the portfolio, ranked #57.

O'Connor Financial Group first reported a position in UDEC in Q4 2025 and has held it in 3 quarters since. 19 funds tracked by Wall St. Rank hold UDEC as of Q2 2026.

  • O'Connor Financial Group held 7,232 shares of Innovator US Equity Ultra Buffer ETF December worth $301K as of Q2 2026.
  • O'Connor Financial Group left its Innovator US Equity Ultra Buffer ETF December share count unchanged in Q2 2026.
  • Innovator US Equity Ultra Buffer ETF December made up 0.11% of O'Connor Financial Group's portfolio in Q2 2026, its #57 holding.
  • O'Connor Financial Group first reported a position in Innovator US Equity Ultra Buffer ETF December in Q4 2025 and has held it in 3 quarters since.
  • 19 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF December as of Q2 2026.

Based on O'Connor Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.