TCM
UDEC

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
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

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
TPW
Talon Private Wealth The Villages, Florida $753M AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LCWM
Legacy Capital Wealth Management The Woodlands, Texas $174M AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $1.76B AUM 18.92% 1-Year Est. Return
SA
Sovran Advisors San Diego, California $1.27B AUM 18.55% 1-Year Est. Return

Triumph Capital Management's UDEC Position: Q1 2026 in Review

Triumph Capital Management reduced its Innovator US Equity Ultra Buffer ETF December (UDEC) stake by 34% in Q1 2026, selling an estimated $150K and leaving 7,352 shares worth $286K. The position accounts for 0.06% of the portfolio, ranked #277.

Triumph Capital Management first reported a position in UDEC in Q1 2025 and has held it in 5 quarters since. The position peaked at $4.55M in Q3 2025. 111 funds tracked by Wall St. Rank hold UDEC as of Q1 2026.

  • Triumph Capital Management held 7,352 shares of Innovator US Equity Ultra Buffer ETF December worth $286K as of Q1 2026.
  • Triumph Capital Management sold 3,781 Innovator US Equity Ultra Buffer ETF December shares in Q1 2026, an estimated $150K.
  • Innovator US Equity Ultra Buffer ETF December made up 0.06% of Triumph Capital Management's portfolio in Q1 2026, its #277 holding.
  • Triumph Capital Management first reported a position in Innovator US Equity Ultra Buffer ETF December in Q1 2025 and has held it in 5 quarters since.
  • Triumph Capital Management's Innovator US Equity Ultra Buffer ETF December position peaked at $4.55M in Q3 2025.
  • 111 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF December as of Q1 2026.

Based on Triumph Capital Management's 13F filing for Q1 2026, filed 13 May 2026.