SEP
UDEC

Signature Equity Partners’s Innovator US Equity Ultra Buffer ETF December UDEC Stock Holding History

Signature Equity Partners’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 		$313K Sell
7,515
-125
-2% -$5.12K 0.14% 145
2026
Q1 		$297K Sell
7,640
-9,915
-56% -$393K 0.16% 137
2025
Q4 		$696K Buy
+17,555
New +$685K 0.38% 55

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 22.9% 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

Signature Equity Partners's UDEC Position: Q2 2026 in Review

Signature Equity Partners reduced its Innovator US Equity Ultra Buffer ETF December (UDEC) stake by 1.6% in Q2 2026, selling an estimated $5.12K and leaving 7,515 shares worth $313K. The position accounts for 0.14% of the portfolio, ranked #145.

Signature Equity Partners first reported a position in UDEC in Q4 2025 and has held it in 3 quarters since. The position peaked at $696K in Q4 2025. 128 funds tracked by Wall St. Rank hold UDEC as of Q2 2026.

  • Signature Equity Partners held 7,515 shares of Innovator US Equity Ultra Buffer ETF December worth $313K as of Q2 2026.
  • Signature Equity Partners sold 125 Innovator US Equity Ultra Buffer ETF December shares in Q2 2026, an estimated $5.12K.
  • Innovator US Equity Ultra Buffer ETF December made up 0.14% of Signature Equity Partners's portfolio in Q2 2026, its #145 holding.
  • Signature Equity Partners first reported a position in Innovator US Equity Ultra Buffer ETF December in Q4 2025 and has held it in 3 quarters since.
  • Signature Equity Partners's Innovator US Equity Ultra Buffer ETF December position peaked at $696K in Q4 2025.
  • 128 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF December as of Q2 2026.

Based on Signature Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.