SWM
UDEC

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

Spire Wealth Management’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 		$2.69M Sell
64,538
-1,612
-2% -$66K 0.08% 220
2026
Q1 		$2.57M Sell
66,150
-8,557
-11% -$339K 0.09% 211
2025
Q4 		$2.96M Buy
74,707
+34,316
+85% +$1.34M 0.1% 181
2025
Q3 		$1.55M Sell
40,391
-12,747
-24% -$476K 0.05% 291
2025
Q2 		$1.94M Sell
53,138
-22,171
-29% -$772K 0.07% 238
2025
Q1 		$2.58M Sell
75,309
-5,275
-7% -$186K 0.08% 232
2024
Q4 		$2.83M Buy
80,584
+39,429
+96% +$1.39M 0.09% 199
2024
Q3 		$1.44M Sell
41,155
-1,059
-3% -$36.6K 0.05% 295
2024
Q2 		$1.45M Sell
42,214
-5,223
-11% -$176K 0.05% 278
2024
Q1 		$1.59M Hold
47,437
– – 0.03% 284
2023
Q4 		$1.53M Buy
47,437
+45,487
+2,333% +$1.38M 0.05% 275
2023
Q3 		$57.3K Hold
1,950
– – ﹤0.01% 1125
2023
Q2 		$58.9K Sell
1,950
-8,863
-82% -$257K ﹤0.01% 1136
2023
Q1 		$308K Sell
10,813
-9,850
-48% -$276K 0.01% 610
2022
Q4 		$567K Sell
20,663
-20,423
-50% -$569K 0.03% 341
2022
Q3 		$1.15M Sell
41,086
-150
-0.4% -$4.23K 0.07% 194
2022
Q2 		$1.15M Buy
+41,236
New +$1.18M 0.05% 305

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 22.96% 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
SA
Sovran Advisors San Diego, California $1.34B AUM 21.63% 1-Year Est. Return

Spire Wealth Management's UDEC Position: Q2 2026 in Review

Spire Wealth Management reduced its Innovator US Equity Ultra Buffer ETF December (UDEC) stake by 2.4% in Q2 2026, selling an estimated $66K and leaving 64,538 shares worth $2.69M. The position accounts for 0.08% of the portfolio, ranked #220.

Spire Wealth Management first reported a position in UDEC in Q2 2022 and has held it in 17 quarters since. The position peaked at $2.96M in Q4 2025. 125 funds tracked by Wall St. Rank hold UDEC as of Q2 2026.

  • Spire Wealth Management held 64,538 shares of Innovator US Equity Ultra Buffer ETF December worth $2.69M as of Q2 2026.
  • Spire Wealth Management sold 1,612 Innovator US Equity Ultra Buffer ETF December shares in Q2 2026, an estimated $66K.
  • Innovator US Equity Ultra Buffer ETF December made up 0.08% of Spire Wealth Management's portfolio in Q2 2026, its #220 holding.
  • Spire Wealth Management first reported a position in Innovator US Equity Ultra Buffer ETF December in Q2 2022 and has held it in 17 quarters since.
  • Spire Wealth Management's Innovator US Equity Ultra Buffer ETF December position peaked at $2.96M in Q4 2025.
  • 125 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF December as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.