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

Tounjian Advisory 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
2026 Q2	$7.52M	Buy	+180,440	New	+$7.39M	3.22%	4
2025 Q3	–	Sell	-188,438	Closed	-$6.46M	–	233
2025 Q2	$6.46M	Sell	188,438 -33,528	-15%	-$1.17M	1.25%	15
2025 Q1	$7.61M	Buy	+221,966	New	+$7.81M	1.43%	11

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

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Tounjian Advisory Partners's UDEC Position: Q2 2026 in Review

Tounjian Advisory Partners opened a new position in Innovator US Equity Ultra Buffer ETF December (UDEC) in Q2 2026: 180,440 shares worth $7.52M. The stake represents 3.22% of the portfolio and ranks #4 among its holdings. This is a return to the name: Tounjian Advisory Partners previously reported a position in UDEC as recently as Q2 2025.

Tounjian Advisory Partners first reported a position in UDEC in Q1 2025 and has held it in 3 quarters since. The position peaked at $7.61M in Q1 2025. 125 funds tracked by Wall St. Rank hold UDEC as of Q2 2026.

Tounjian Advisory Partners held 180,440 shares of Innovator US Equity Ultra Buffer ETF December worth $7.52M as of Q2 2026.
Innovator US Equity Ultra Buffer ETF December was a new Tounjian Advisory Partners position in Q2 2026.
Innovator US Equity Ultra Buffer ETF December made up 3.22% of Tounjian Advisory Partners's portfolio in Q2 2026, its #4 holding.
Tounjian Advisory Partners first reported a position in Innovator US Equity Ultra Buffer ETF December in Q1 2025 and has held it in 3 quarters since.
Tounjian Advisory Partners's Innovator US Equity Ultra Buffer ETF December position peaked at $7.61M in Q1 2025.
125 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF December as of Q2 2026.

Based on Tounjian Advisory Partners's 13F filing for Q2 2026, filed 7 Aug 2026.