RFW
UDEC

Redwood Family Wealth’s Innovator US Equity Ultra Buffer ETF December UDEC Stock Holding History

Redwood Family Wealth’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 		$386K Sell
9,264
-2,813
-23% -$115K 0.34% 65
2026
Q1 		$469K Sell
12,077
-2,370
-16% -$93.9K 0.46% 49
2025
Q4 		$573K Buy
+14,447
New +$563K 0.56% 34

Other funds holding UDEC

Commonwealth Equity Services
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Osaic Holdings
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
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
SA
Sovran Advisors San Diego, California $1.34B AUM 21.63% 1-Year Est. Return

Redwood Family Wealth's UDEC Position: Q2 2026 in Review

Redwood Family Wealth reduced its Innovator US Equity Ultra Buffer ETF December (UDEC) stake by 23% in Q2 2026, selling an estimated $115K and leaving 9,264 shares worth $386K. The position accounts for 0.34% of the portfolio, ranked #65.

Redwood Family Wealth first reported a position in UDEC in Q4 2025 and has held it in 3 quarters since. The position peaked at $573K in Q4 2025. 124 funds tracked by Wall St. Rank hold UDEC as of Q2 2026.

  • Redwood Family Wealth held 9,264 shares of Innovator US Equity Ultra Buffer ETF December worth $386K as of Q2 2026.
  • Redwood Family Wealth sold 2,813 Innovator US Equity Ultra Buffer ETF December shares in Q2 2026, an estimated $115K.
  • Innovator US Equity Ultra Buffer ETF December made up 0.34% of Redwood Family Wealth's portfolio in Q2 2026, its #65 holding.
  • Redwood Family Wealth first reported a position in Innovator US Equity Ultra Buffer ETF December in Q4 2025 and has held it in 3 quarters since.
  • Redwood Family Wealth's Innovator US Equity Ultra Buffer ETF December position peaked at $573K in Q4 2025.
  • 124 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF December as of Q2 2026.

Based on Redwood Family Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.