Physician Wealth Advisors’s Innovator US Equity Ultra Buffer ETF December UDEC Stock Holding History

Physician Wealth Advisors’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	$190K	Hold	4,550	–	–	0.02%	220
2026 Q1	$177K	Hold	4,550	–	–	0.02%	206
2025 Q4	$180K	Hold	4,550	–	–	0.03%	210
2025 Q3	$175K	Hold	4,550	–	–	0.02%	211
2025 Q2	$166K	Buy	4,550 +50	+1%	+$1.74K	0.03%	210
2025 Q1	$154K	Buy	+4,500	New	+$158K	0.03%	211

Other funds holding UDEC

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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 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

Sovran Advisors San Diego, California $1.34B AUM 21.63% 1-Year Est. Return

Physician Wealth Advisors's UDEC Position: Q2 2026 in Review

Physician Wealth Advisors held its Innovator US Equity Ultra Buffer ETF December (UDEC) position steady in Q2 2026 at 4,550 shares worth $190K. The position accounts for 0.02% of the portfolio, ranked #220.

Physician Wealth Advisors first reported a position in UDEC in Q1 2025 and has held it in 6 quarters since. 125 funds tracked by Wall St. Rank hold UDEC as of Q2 2026.

Physician Wealth Advisors held 4,550 shares of Innovator US Equity Ultra Buffer ETF December worth $190K as of Q2 2026.
Physician Wealth Advisors left its Innovator US Equity Ultra Buffer ETF December share count unchanged in Q2 2026.
Innovator US Equity Ultra Buffer ETF December made up 0.02% of Physician Wealth Advisors's portfolio in Q2 2026, its #220 holding.
Physician Wealth Advisors first reported a position in Innovator US Equity Ultra Buffer ETF December in Q1 2025 and has held it in 6 quarters since.
125 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF December as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.