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

SteelPeak 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 Q2	$842K	Buy	+20,206	New	+$828K	0.02%	334

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

SteelPeak Wealth's UDEC Position: Q2 2026 in Review

SteelPeak Wealth opened a new position in Innovator US Equity Ultra Buffer ETF December (UDEC) in Q2 2026: 20,206 shares worth $842K. The stake represents 0.02% of the portfolio and ranks #334 among its holdings.

125 funds tracked by Wall St. Rank hold UDEC as of Q2 2026.

SteelPeak Wealth held 20,206 shares of Innovator US Equity Ultra Buffer ETF December worth $842K as of Q2 2026.
Innovator US Equity Ultra Buffer ETF December was a new SteelPeak Wealth position in Q2 2026.
Innovator US Equity Ultra Buffer ETF December made up 0.02% of SteelPeak Wealth's portfolio in Q2 2026, its #334 holding.
125 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF December as of Q2 2026.

Based on SteelPeak Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.