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
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

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

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

WIM

WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return

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

FLFS

Family Legacy Financial Solutions Cary, North Carolina $164M AUM 62.92% 1-Year Est. Return

PCA

Prosperity Capital Advisors Westlake, Ohio $1.76B AUM 18.92% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

Trek Financial Scottsdale, Arizona $1.88B AUM 41.21% 1-Year Est. Return

Tounjian Advisory Partners's UDEC Position: Q3 2025 in Review

Tounjian Advisory Partners sold out of Innovator US Equity Ultra Buffer ETF December (UDEC) in Q3 2025, closing a stake of 188,438 shares — an estimated $6.46M sold.

Tounjian Advisory Partners first reported a position in UDEC in Q1 2025 and held it in 2 quarters. The position peaked at $7.61M in Q1 2025. 115 funds tracked by Wall St. Rank hold UDEC as of Q3 2025.

Tounjian Advisory Partners reported no remaining Innovator US Equity Ultra Buffer ETF December position as of Q3 2025 after selling out during the quarter.
Tounjian Advisory Partners sold 188,438 Innovator US Equity Ultra Buffer ETF December shares in Q3 2025, an estimated $6.46M.
Tounjian Advisory Partners first reported a position in Innovator US Equity Ultra Buffer ETF December in Q1 2025 and held it in 2 quarters.
Tounjian Advisory Partners's Innovator US Equity Ultra Buffer ETF December position peaked at $7.61M in Q1 2025.
115 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF December as of Q3 2025.

Based on Tounjian Advisory Partners's 13F filing for Q3 2025, filed 12 Nov 2025.