SageView Advisory Group’s Innovator US Equity Ultra Buffer ETF December UDEC Stock Holding History

SageView Advisory Group’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
2025 Q4	$655K	Buy	16,527 +757	+5%	+$29.5K	0.02%	314
2025 Q3	$605K	Sell	15,770 -2,624	-14%	-$98K	0.02%	346
2025 Q2	$683K	Buy	18,394 +5,156	+39%	+$180K	0.03%	309
2025 Q1	$454K	Hold	13,238	–	–	0.02%	367
2024 Q4	$465K	Buy	+13,238	New	+$467K	0.02%	355
2024 Q1	–	Sell	-407,848	Closed	-$12.5K	–	804
2023 Q4	$12.5K	Buy	+407,848	New	+$12.4M	﹤0.01%	645
2023 Q1	–	Sell	-11,357	Closed	-$312K	–	488
2022 Q4	$312K	Buy	+11,357	New	+$317K	0.03%	315

Other funds holding UDEC

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LCWM

Legacy Capital Wealth Management The Woodlands, Texas $174M AUM

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

KWM

KFG Wealth Management Granger, Indiana $774M AUM 12.78% 1-Year Est. Return

SageView Advisory Group's UDEC Position: Q4 2025 in Review

SageView Advisory Group increased its Innovator US Equity Ultra Buffer ETF December (UDEC) stake by 4.8% in Q4 2025, buying an estimated $29.5K and bringing the position to 16,527 shares worth $655K. The position accounts for 0.02% of the portfolio, ranked #314.

SageView Advisory Group first reported a position in UDEC in Q4 2022 and has held it in 7 quarters since. The position peaked at $683K in Q2 2025. 118 funds tracked by Wall St. Rank hold UDEC as of Q4 2025.

SageView Advisory Group held 16,527 shares of Innovator US Equity Ultra Buffer ETF December worth $655K as of Q4 2025.
SageView Advisory Group bought 757 Innovator US Equity Ultra Buffer ETF December shares in Q4 2025, an estimated $29.5K.
Innovator US Equity Ultra Buffer ETF December made up 0.02% of SageView Advisory Group's portfolio in Q4 2025, its #314 holding.
SageView Advisory Group first reported a position in Innovator US Equity Ultra Buffer ETF December in Q4 2022 and has held it in 7 quarters since.
SageView Advisory Group's Innovator US Equity Ultra Buffer ETF December position peaked at $683K in Q2 2025.
118 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF December as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.