RPSA
UDEC

Richard P. Slaughter Associates’s Innovator US Equity Ultra Buffer ETF December UDEC Stock Holding History

Richard P. Slaughter Associates’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 		– Sell
-6,964
Closed -$270K – 112
2026
Q1 		$270K Hold
6,964
– – 0.06% 84
2025
Q4 		$276K Hold
6,964
– – 0.06% 89
2025
Q3 		$267K Sell
6,964
-369,756
-98% -$13.8M 0.06% 91
2025
Q2 		$13.7M Buy
+376,720
New +$13.1M 2.8% 8

Other funds holding UDEC

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
MAM
Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return
SA
Sonoma Allocations Santa Rosa, California $322M AUM 23.6% 1-Year Est. Return
OWA
Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return
FFG
Fiduciary Financial Group San Rafael, California $882M AUM 23.98% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
LWM
Lakeridge Wealth Management Mentor, Ohio $272M AUM 22.77% 1-Year Est. Return

Richard P. Slaughter Associates's UDEC Position: Q2 2026 in Review

Richard P. Slaughter Associates sold out of Innovator US Equity Ultra Buffer ETF December (UDEC) in Q2 2026, closing a stake of 6,964 shares — an estimated $270K sold.

Richard P. Slaughter Associates first reported a position in UDEC in Q2 2025 and held it in 4 quarters. The position peaked at $13.7M in Q2 2025. 19 funds tracked by Wall St. Rank hold UDEC as of Q2 2026.

  • Richard P. Slaughter Associates reported no remaining Innovator US Equity Ultra Buffer ETF December position as of Q2 2026 after selling out during the quarter.
  • Richard P. Slaughter Associates sold 6,964 Innovator US Equity Ultra Buffer ETF December shares in Q2 2026, an estimated $270K.
  • Richard P. Slaughter Associates first reported a position in Innovator US Equity Ultra Buffer ETF December in Q2 2025 and held it in 4 quarters.
  • Richard P. Slaughter Associates's Innovator US Equity Ultra Buffer ETF December position peaked at $13.7M in Q2 2025.
  • 19 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF December as of Q2 2026.

Based on Richard P. Slaughter Associates's 13F filing for Q2 2026, filed 13 Jul 2026.