Prosperity Capital Advisors
UDEC icon

Prosperity Capital Advisors’s Innovator US Equity Ultra Buffer ETF December UDEC Stock Holding History

Prosperity Capital 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 		$7.17M Buy
167,543
+11,987
+8% +$507K 0.35% 53
2026
Q2 		$6.48M Buy
155,556
+6,457
+4% +$265K 0.32% 57
2026
Q1 		$5.79M Buy
149,099
+7,637
+5% +$303K 0.33% 58
2025
Q4 		$5.61M Sell
141,462
-10,430
-7% -$407K 0.34% 59
2025
Q3 		$5.83M Buy
151,892
+12,783
+9% +$477K 0.34% 57
2025
Q2 		$5.07M Buy
139,109
+12,740
+10% +$444K 0.33% 64
2025
Q1 		$4.34M Buy
126,369
+16,587
+15% +$584K 0.34% 61
2024
Q4 		$3.85M Buy
109,782
+13,213
+14% +$466K 0.31% 63
2024
Q3 		$3.38M Buy
96,569
+6,810
+8% +$235K 0.29% 72
2024
Q2 		$3.08M Buy
89,759
+47,151
+111% +$1.59M 0.34% 54
2024
Q1 		$1.42M Sell
42,608
-6,914
-14% -$226K 0.17% 100
2023
Q4 		$1.59M Sell
49,522
-4,123
-8% -$126K 0.17% 66
2023
Q3 		$1.58M Sell
53,645
-42,677
-44% -$1.29M 0.21% 66
2023
Q2 		$2.91M Sell
96,322
-12,765
-12% -$370K 0.41% 44
2023
Q1 		$3.11M Buy
109,087
+53,251
+95% +$1.49M 0.48% 44
2022
Q4 		$1.53M Buy
+55,836
New +$1.56M 0.47% 41

Other funds holding UDEC

Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
KFG Wealth Management
KFG Wealth Management Granger, Indiana $922M AUM 10.87% 1-Year Est. Return
MBL Wealth
MBL Wealth Charlotte, North Carolina $1.67B AUM 13.43% 1-Year Est. Return
MAM
Milestone Asset Management Pittsburgh, Pennsylvania $631M AUM 19.95% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Strategic Blueprint
Strategic Blueprint Atlanta, Georgia $2.04B AUM 19.28% 1-Year Est. Return
WealthPlan Investment Management
WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return
Castle Rock Wealth Management
Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Fiduciary Financial Group
Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return

Prosperity Capital Advisors's UDEC Position: Q3 2026 in Review

Prosperity Capital Advisors increased its Innovator US Equity Ultra Buffer ETF December (UDEC) stake by 7.7% in Q3 2026, buying an estimated $507K and bringing the position to 167,543 shares worth $7.17M. The position accounts for 0.35% of the portfolio, ranked #53.

Prosperity Capital Advisors first reported a position in UDEC in Q4 2022 and has held it in 16 quarters since. 37 funds tracked by Wall St. Rank hold UDEC as of Q3 2026.

  • Prosperity Capital Advisors held 167,543 shares of Innovator US Equity Ultra Buffer ETF December worth $7.17M as of Q3 2026.
  • Prosperity Capital Advisors bought 11,987 Innovator US Equity Ultra Buffer ETF December shares in Q3 2026, an estimated $507K.
  • Innovator US Equity Ultra Buffer ETF December made up 0.35% of Prosperity Capital Advisors's portfolio in Q3 2026, its #53 holding.
  • Prosperity Capital Advisors first reported a position in Innovator US Equity Ultra Buffer ETF December in Q4 2022 and has held it in 16 quarters since.
  • 37 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF December as of Q3 2026.

Based on Prosperity Capital Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.