Triumph Capital Management’s Innovator US Equity Ultra Buffer ETF December UDEC Stock Holding History

Triumph Capital 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	$68.6K	Sell	1,602 -1,881	-54%	-$79.6K	0.01%	604
2026 Q2	$145K	Sell	3,483 -3,869	-53%	-$158K	0.03%	417
2026 Q1	$286K	Sell	7,352 -3,781	-34%	-$150K	0.06%	277
2025 Q4	$441K	Sell	11,133 -107,538	-91%	-$4.19M	0.1%	191
2025 Q3	$4.55M	Sell	118,671 -607	-0.5%	-$22.7K	1.22%	20
2025 Q2	$4.35M	Buy	119,278 +14,340	+14%	+$499K	1.3%	17
2025 Q1	$3.6M	Buy	+104,938	New	+$3.69M	1.2%	16

Other funds holding UDEC

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

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

MBL Wealth Charlotte, North Carolina $1.67B AUM 13.43% 1-Year Est. Return

MAM

Milestone Asset Management Pittsburgh, Pennsylvania $631M AUM 19.95% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Strategic Blueprint Atlanta, Georgia $2.04B AUM 19.28% 1-Year Est. Return

WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return

Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Triumph Capital Management's UDEC Position: Q3 2026 in Review

Triumph Capital Management reduced its Innovator US Equity Ultra Buffer ETF December (UDEC) stake by 54% in Q3 2026, selling an estimated $79.6K and leaving 1,602 shares worth $68.6K. The position accounts for 0.01% of the portfolio, ranked #604.

Triumph Capital Management first reported a position in UDEC in Q1 2025 and has held it in 7 quarters since. The position peaked at $4.55M in Q3 2025. 42 funds tracked by Wall St. Rank hold UDEC as of Q3 2026.

Triumph Capital Management held 1,602 shares of Innovator US Equity Ultra Buffer ETF December worth $68.6K as of Q3 2026.
Triumph Capital Management sold 1,881 Innovator US Equity Ultra Buffer ETF December shares in Q3 2026, an estimated $79.6K.
Innovator US Equity Ultra Buffer ETF December made up 0.01% of Triumph Capital Management's portfolio in Q3 2026, its #604 holding.
Triumph Capital Management first reported a position in Innovator US Equity Ultra Buffer ETF December in Q1 2025 and has held it in 7 quarters since.
Triumph Capital Management's Innovator US Equity Ultra Buffer ETF December position peaked at $4.55M in Q3 2025.
42 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF December as of Q3 2026.

Based on Triumph Capital Management's 13F filing for Q3 2026, filed 14 Oct 2026.