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

Stratos Wealth Advisors’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	$388K	Hold	10,000	–	–	0.02%	435
2025 Q4	$396K	Hold	10,000	–	–	0.02%	483
2025 Q3	$384K	Hold	10,000	–	–	0.02%	503
2025 Q2	$364K	Hold	10,000	–	–	0.02%	504
2025 Q1	$343K	Hold	10,000	–	–	0.02%	521
2024 Q4	$351K	Buy	+10,000	New	+$353K	0.02%	554

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 Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

LCWM

Legacy Capital Wealth Management The Woodlands, Texas $174M AUM

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Sovran Advisors San Diego, California $1.27B AUM 18.55% 1-Year Est. Return

Stratos Wealth Advisors's UDEC Position: Q1 2026 in Review

Stratos Wealth Advisors held its Innovator US Equity Ultra Buffer ETF December (UDEC) position steady in Q1 2026 at 10,000 shares worth $388K. The position accounts for 0.02% of the portfolio, ranked #435.

Stratos Wealth Advisors first reported a position in UDEC in Q4 2024 and has held it in 6 quarters since. The position peaked at $396K in Q4 2025. 111 funds tracked by Wall St. Rank hold UDEC as of Q1 2026.

Stratos Wealth Advisors held 10,000 shares of Innovator US Equity Ultra Buffer ETF December worth $388K as of Q1 2026.
Stratos Wealth Advisors left its Innovator US Equity Ultra Buffer ETF December share count unchanged in Q1 2026.
Innovator US Equity Ultra Buffer ETF December made up 0.02% of Stratos Wealth Advisors's portfolio in Q1 2026, its #435 holding.
Stratos Wealth Advisors first reported a position in Innovator US Equity Ultra Buffer ETF December in Q4 2024 and has held it in 6 quarters since.
Stratos Wealth Advisors's Innovator US Equity Ultra Buffer ETF December position peaked at $396K in Q4 2025.
111 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF December as of Q1 2026.

Based on Stratos Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.