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 Q3	$195K	Hold	4,550	–	–	0.02%	222
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 $77B AUM 19.24% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return

TAP

Tounjian Advisory Partners Fort Myers, Florida $229M AUM 14.88% 1-Year Est. Return

Sovran Advisors San Diego, California $1.45B AUM 13.87% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

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 San Diego, California $468B AUM 17.69% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Physician Wealth Advisors's UDEC Position: Q3 2026 in Review

Physician Wealth Advisors held its Innovator US Equity Ultra Buffer ETF December (UDEC) position steady in Q3 2026 at 4,550 shares worth $195K. The position accounts for 0.02% of the portfolio, ranked #222.

Physician Wealth Advisors first reported a position in UDEC in Q1 2025 and has held it in 7 quarters since. 66 funds tracked by Wall St. Rank hold UDEC as of Q3 2026.

Physician Wealth Advisors held 4,550 shares of Innovator US Equity Ultra Buffer ETF December worth $195K as of Q3 2026.
Physician Wealth Advisors left its Innovator US Equity Ultra Buffer ETF December share count unchanged in Q3 2026.
Innovator US Equity Ultra Buffer ETF December made up 0.02% of Physician Wealth Advisors's portfolio in Q3 2026, its #222 holding.
Physician Wealth Advisors first reported a position in Innovator US Equity Ultra Buffer ETF December in Q1 2025 and has held it in 7 quarters since.
66 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF December as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.