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 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

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

TAP

Tounjian Advisory Partners Fort Myers, Florida $234M AUM 22.4% 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

Triumph Capital Management's UDEC Position: Q2 2026 in Review

Triumph Capital Management reduced its Innovator US Equity Ultra Buffer ETF December (UDEC) stake by 53% in Q2 2026, selling an estimated $158K and leaving 3,483 shares worth $145K. The position accounts for 0.03% of the portfolio, ranked #417.

Triumph Capital Management first reported a position in UDEC in Q1 2025 and has held it in 6 quarters since. The position peaked at $4.55M in Q3 2025. 125 funds tracked by Wall St. Rank hold UDEC as of Q2 2026.

Triumph Capital Management held 3,483 shares of Innovator US Equity Ultra Buffer ETF December worth $145K as of Q2 2026.
Triumph Capital Management sold 3,869 Innovator US Equity Ultra Buffer ETF December shares in Q2 2026, an estimated $158K.
Innovator US Equity Ultra Buffer ETF December made up 0.03% of Triumph Capital Management's portfolio in Q2 2026, its #417 holding.
Triumph Capital Management first reported a position in Innovator US Equity Ultra Buffer ETF December in Q1 2025 and has held it in 6 quarters since.
Triumph Capital Management's Innovator US Equity Ultra Buffer ETF December position peaked at $4.55M in Q3 2025.
125 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF December as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.