O'Connor Financial Group
UDEC icon

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
Q3 		$304K Sell
7,100
-132
-2% -$5.59K 0.11% 58
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

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Prosperity Capital Advisors
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TAP
Tounjian Advisory Partners Fort Myers, Florida $229M AUM 14.88% 1-Year Est. Return
Sovran Advisors
Sovran Advisors San Diego, California $1.45B AUM 13.87% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
KFG Wealth Management
KFG Wealth Management Granger, Indiana $922M AUM 10.87% 1-Year Est. Return
CVA
Central Valley Advisors Sacramento, California $372M AUM 14.86% 1-Year Est. Return
LPL Financial
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Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

O'Connor Financial Group's UDEC Position: Q3 2026 in Review

O'Connor Financial Group reduced its Innovator US Equity Ultra Buffer ETF December (UDEC) stake by 1.8% in Q3 2026, selling an estimated $5.59K and leaving 7,100 shares worth $304K. The position accounts for 0.11% of the portfolio, ranked #58.

O'Connor Financial Group first reported a position in UDEC in Q4 2025 and has held it in 4 quarters since. 66 funds tracked by Wall St. Rank hold UDEC as of Q3 2026.

  • O'Connor Financial Group held 7,100 shares of Innovator US Equity Ultra Buffer ETF December worth $304K as of Q3 2026.
  • O'Connor Financial Group sold 132 Innovator US Equity Ultra Buffer ETF December shares in Q3 2026, an estimated $5.59K.
  • Innovator US Equity Ultra Buffer ETF December made up 0.11% of O'Connor Financial Group's portfolio in Q3 2026, its #58 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 4 quarters since.
  • 66 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF December as of Q3 2026.

Based on O'Connor Financial Group's 13F filing for Q3 2026, filed 26 Oct 2026.