PWA
UDEC

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
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

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
TPW
Talon Private Wealth The Villages, Florida $753M AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LCWM
Legacy Capital Wealth Management The Woodlands, Texas $174M AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $1.76B AUM 18.92% 1-Year Est. Return
SA
Sovran Advisors San Diego, California $1.27B AUM 18.55% 1-Year Est. Return

Physician Wealth Advisors's UDEC Position: Q1 2026 in Review

Physician Wealth Advisors held its Innovator US Equity Ultra Buffer ETF December (UDEC) position steady in Q1 2026 at 4,550 shares worth $177K. The position accounts for 0.02% of the portfolio, ranked #206.

Physician Wealth Advisors first reported a position in UDEC in Q1 2025 and has held it in 5 quarters since. The position peaked at $180K in Q4 2025. 111 funds tracked by Wall St. Rank hold UDEC as of Q1 2026.

  • Physician Wealth Advisors held 4,550 shares of Innovator US Equity Ultra Buffer ETF December worth $177K as of Q1 2026.
  • Physician Wealth Advisors left its Innovator US Equity Ultra Buffer ETF December share count unchanged in Q1 2026.
  • Innovator US Equity Ultra Buffer ETF December made up 0.02% of Physician Wealth Advisors's portfolio in Q1 2026, its #206 holding.
  • Physician Wealth Advisors first reported a position in Innovator US Equity Ultra Buffer ETF December in Q1 2025 and has held it in 5 quarters since.
  • Physician Wealth Advisors's Innovator US Equity Ultra Buffer ETF December position peaked at $180K in Q4 2025.
  • 111 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF December as of Q1 2026.

Based on Physician Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.