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
2026 Q2	$474K	Sell	11,371 -5,156	-31%	-$211K	0.02%	373
2026 Q1	$642K	Hold	16,527	–	–	0.02%	300
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

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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 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

Sovran Advisors San Diego, California $1.34B AUM 21.63% 1-Year Est. Return

SageView Advisory Group's UDEC Position: Q2 2026 in Review

SageView Advisory Group reduced its Innovator US Equity Ultra Buffer ETF December (UDEC) stake by 31% in Q2 2026, selling an estimated $211K and leaving 11,371 shares worth $474K. The position accounts for 0.02% of the portfolio, ranked #373.

SageView Advisory Group first reported a position in UDEC in Q4 2022 and has held it in 9 quarters since. The position peaked at $683K in Q2 2025. 125 funds tracked by Wall St. Rank hold UDEC as of Q2 2026.

SageView Advisory Group held 11,371 shares of Innovator US Equity Ultra Buffer ETF December worth $474K as of Q2 2026.
SageView Advisory Group sold 5,156 Innovator US Equity Ultra Buffer ETF December shares in Q2 2026, an estimated $211K.
Innovator US Equity Ultra Buffer ETF December made up 0.02% of SageView Advisory Group's portfolio in Q2 2026, its #373 holding.
SageView Advisory Group first reported a position in Innovator US Equity Ultra Buffer ETF December in Q4 2022 and has held it in 9 quarters since.
SageView Advisory Group's Innovator US Equity Ultra Buffer ETF December position peaked at $683K in Q2 2025.
125 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF December as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.