SW
UDEC

Simplicity Wealth’s Innovator US Equity Ultra Buffer ETF December UDEC Stock Holding History

Simplicity Wealth’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
Q1 		– Sell
-5,149
Closed -$204K – 793
2025
Q4 		$204K Buy
+5,149
New +$201K 0.01% 671

Other funds holding UDEC

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
TPW
Talon Private Wealth The Villages, Florida $753M AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LCWM
Legacy Capital Wealth Management The Woodlands, Texas $174M AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
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
SA
Sovran Advisors San Diego, California $1.27B AUM 18.55% 1-Year Est. Return

Simplicity Wealth's UDEC Position: Q1 2026 in Review

Simplicity Wealth sold out of Innovator US Equity Ultra Buffer ETF December (UDEC) in Q1 2026, closing a stake of 5,149 shares — an estimated $204K sold.

Simplicity Wealth first reported a position in UDEC in Q4 2025 and held it in 1 quarter. The position peaked at $204K in Q4 2025. 111 funds tracked by Wall St. Rank hold UDEC as of Q1 2026.

  • Simplicity Wealth reported no remaining Innovator US Equity Ultra Buffer ETF December position as of Q1 2026 after selling out during the quarter.
  • Simplicity Wealth sold 5,149 Innovator US Equity Ultra Buffer ETF December shares in Q1 2026, an estimated $204K.
  • Simplicity Wealth first reported a position in Innovator US Equity Ultra Buffer ETF December in Q4 2025 and held it in 1 quarter.
  • Simplicity Wealth's Innovator US Equity Ultra Buffer ETF December position peaked at $204K in Q4 2025.
  • 111 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF December as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.