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

Todd 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 Q3	$332K	Hold	7,755	–	–	0.25%	78
2026 Q2	$323K	Hold	7,755	–	–	0.25%	77
2026 Q1	$301K	Hold	7,755	–	–	0.27%	75
2025 Q4	$307K	Buy	+7,755	New	+$302K	0.28%	74

Other funds holding UDEC

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return

TAP

Tounjian Advisory Partners Fort Myers, Florida $229M AUM 14.88% 1-Year Est. Return

Sovran Advisors San Diego, California $1.45B AUM 13.87% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

KFG Wealth Management Granger, Indiana $922M AUM 10.87% 1-Year Est. Return

CVA

Central Valley Advisors Sacramento, California $372M AUM 14.86% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Todd Wealth Management's UDEC Position: Q3 2026 in Review

Todd Wealth Management held its Innovator US Equity Ultra Buffer ETF December (UDEC) position steady in Q3 2026 at 7,755 shares worth $332K. The position accounts for 0.25% of the portfolio, ranked #78.

Todd Wealth Management first reported a position in UDEC in Q4 2025 and has held it in 4 quarters since. 66 funds tracked by Wall St. Rank hold UDEC as of Q3 2026.

Todd Wealth Management held 7,755 shares of Innovator US Equity Ultra Buffer ETF December worth $332K as of Q3 2026.
Todd Wealth Management left its Innovator US Equity Ultra Buffer ETF December share count unchanged in Q3 2026.
Innovator US Equity Ultra Buffer ETF December made up 0.25% of Todd Wealth Management's portfolio in Q3 2026, its #78 holding.
Todd Wealth Management first reported a position in Innovator US Equity Ultra Buffer ETF December in Q4 2025 and has held it in 4 quarters since.
66 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF December as of Q3 2026.

Based on Todd Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.