SWP
UDEC

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

Summit Wealth Partners’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
2025
Q4 		– Sell
-7,028
Closed -$270K – 222
2025
Q3 		$270K Hold
7,028
– – 0.05% 184
2025
Q2 		$256K Buy
7,028
+1,041
+17% +$36.2K 0.05% 192
2025
Q1 		$205K Buy
+5,987
New +$211K 0.04% 204

Other funds holding UDEC

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
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
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $774M AUM 12.78% 1-Year Est. Return

Summit Wealth Partners's UDEC Position: Q4 2025 in Review

Summit Wealth Partners sold out of Innovator US Equity Ultra Buffer ETF December (UDEC) in Q4 2025, closing a stake of 7,028 shares — an estimated $270K sold.

Summit Wealth Partners first reported a position in UDEC in Q1 2025 and held it in 3 quarters. The position peaked at $270K in Q3 2025. 118 funds tracked by Wall St. Rank hold UDEC as of Q4 2025.

  • Summit Wealth Partners reported no remaining Innovator US Equity Ultra Buffer ETF December position as of Q4 2025 after selling out during the quarter.
  • Summit Wealth Partners sold 7,028 Innovator US Equity Ultra Buffer ETF December shares in Q4 2025, an estimated $270K.
  • Summit Wealth Partners first reported a position in Innovator US Equity Ultra Buffer ETF December in Q1 2025 and held it in 3 quarters.
  • Summit Wealth Partners's Innovator US Equity Ultra Buffer ETF December position peaked at $270K in Q3 2025.
  • 118 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF December as of Q4 2025.

Based on Summit Wealth Partners's 13F filing for Q4 2025, filed 27 Jan 2026.