SPIA
UDEC

Steward Partners Investment Advisory’s Innovator US Equity Ultra Buffer ETF December UDEC Stock Holding History

Steward Partners Investment Advisory’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 		$344K Sell
8,246
-414
-5% -$17K ﹤0.01% 1929
2026
Q1 		$336K Sell
8,660
-632
-7% -$25K ﹤0.01% 1744
2025
Q4 		$368K Hold
9,292
– – ﹤0.01% 1598
2025
Q3 		$357K Hold
9,292
– – ﹤0.01% 1561
2025
Q2 		$339K Buy
9,292
+414
+5% +$14.4K ﹤0.01% 1497
2025
Q1 		$305K Sell
8,878
-1,386
-14% -$48.8K ﹤0.01% 1440
2024
Q4 		$360K Sell
10,264
-570
-5% -$20.1K ﹤0.01% 1310
2024
Q3 		$379K Hold
10,834
– – ﹤0.01% 1227
2024
Q2 		$371K Hold
10,834
– – ﹤0.01% 1188
2024
Q1 		$362K Hold
10,834
– – ﹤0.01% 1183
2023
Q4 		$347K Buy
+10,834
New +$330K ﹤0.01% 1156

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

Steward Partners Investment Advisory's UDEC Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its Innovator US Equity Ultra Buffer ETF December (UDEC) stake by 4.8% in Q2 2026, selling an estimated $17K and leaving 8,246 shares worth $344K. The position accounts for ﹤0.01% of the portfolio, ranked #1929.

Steward Partners Investment Advisory first reported a position in UDEC in Q4 2023 and has held it in 11 quarters since. The position peaked at $379K in Q3 2024. 125 funds tracked by Wall St. Rank hold UDEC as of Q2 2026.

  • Steward Partners Investment Advisory held 8,246 shares of Innovator US Equity Ultra Buffer ETF December worth $344K as of Q2 2026.
  • Steward Partners Investment Advisory sold 414 Innovator US Equity Ultra Buffer ETF December shares in Q2 2026, an estimated $17K.
  • Innovator US Equity Ultra Buffer ETF December made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #1929 holding.
  • Steward Partners Investment Advisory first reported a position in Innovator US Equity Ultra Buffer ETF December in Q4 2023 and has held it in 11 quarters since.
  • Steward Partners Investment Advisory's Innovator US Equity Ultra Buffer ETF December position peaked at $379K in Q3 2024.
  • 125 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF December as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.