Sigma Planning Corp’s Innovator US Equity Ultra Buffer ETF December UDEC Stock Holding History

Sigma Planning Corp’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	$417K	Hold	10,001	–	–	0.01%	999
2026 Q1	$388K	Sell	10,001 -1,646	-14%	-$65.2K	0.01%	947
2025 Q4	$462K	Sell	11,647 -30,452	-72%	-$1.19M	0.01%	821
2025 Q3	$1.62M	Sell	42,099 -1,983	-4%	-$74K	0.05%	377
2025 Q2	$1.61M	Buy	+44,082	New	+$1.53M	0.05%	360

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

Sigma Planning Corp's UDEC Position: Q2 2026 in Review

Sigma Planning Corp held its Innovator US Equity Ultra Buffer ETF December (UDEC) position steady in Q2 2026 at 10,001 shares worth $417K. The position accounts for 0.01% of the portfolio, ranked #999.

Sigma Planning Corp first reported a position in UDEC in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.62M in Q3 2025. 125 funds tracked by Wall St. Rank hold UDEC as of Q2 2026.

Sigma Planning Corp held 10,001 shares of Innovator US Equity Ultra Buffer ETF December worth $417K as of Q2 2026.
Sigma Planning Corp left its Innovator US Equity Ultra Buffer ETF December share count unchanged in Q2 2026.
Innovator US Equity Ultra Buffer ETF December made up 0.01% of Sigma Planning Corp's portfolio in Q2 2026, its #999 holding.
Sigma Planning Corp first reported a position in Innovator US Equity Ultra Buffer ETF December in Q2 2025 and has held it in 5 quarters since.
Sigma Planning Corp's Innovator US Equity Ultra Buffer ETF December position peaked at $1.62M in Q3 2025.
125 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF December as of Q2 2026.

Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.