Truist Financial
UDEC

Truist Financial’s Innovator US Equity Ultra Buffer ETF December UDEC Stock Holding History

Truist Financial’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 		$2.4M Sell
57,463
-900
-2% -$36.9K ﹤0.01% 1284
2026
Q1 		$2.27M Sell
58,363
-104
-0.2% -$4.12K ﹤0.01% 1241
2025
Q4 		$2.32M Sell
58,467
-1,294
-2% -$50.5K ﹤0.01% 1212
2025
Q3 		$2.29M Hold
59,761
– – ﹤0.01% 1271
2025
Q2 		$2.18M Hold
59,761
– – ﹤0.01% 1231
2025
Q1 		$2.05M Sell
59,761
-499
-0.8% -$17.6K ﹤0.01% 1207
2024
Q4 		$2.11M Buy
60,260
+14,982
+33% +$529K ﹤0.01% 1205
2024
Q3 		$1.58M Sell
45,278
-4,315
-9% -$149K ﹤0.01% 1332
2024
Q2 		$1.7M Hold
49,593
– – ﹤0.01% 1346
2024
Q1 		$1.66M Sell
49,593
-900
-2% -$29.4K ﹤0.01% 1370
2023
Q4 		$1.62M Buy
50,493
+6,570
+15% +$200K ﹤0.01% 1371
2023
Q3 		$1.29M Sell
43,923
-3,479
-7% -$105K ﹤0.01% 1452
2023
Q2 		$1.43M Hold
47,402
– – ﹤0.01% 1412
2023
Q1 		$1.35M Buy
47,402
+2,875
+6% +$80.6K ﹤0.01% 1409
2022
Q4 		$1.22M Buy
44,527
+34,349
+337% +$958K ﹤0.01% 1462
2022
Q3 		$284K Sell
10,178
-500
-5% -$14.1K ﹤0.01% 2116
2022
Q2 		$297K Hold
10,678
– – ﹤0.01% 2222
2022
Q1 		$319K Hold
10,678
– – ﹤0.01% 2278
2021
Q4 		$323K Buy
10,678
+1,000
+10% +$29.9K ﹤0.01% 2311
2021
Q3 		$287K Sell
9,678
-747
-7% -$22.1K ﹤0.01% 2380
2021
Q2 		$307K Sell
10,425
-2,000
-16% -$58.5K ﹤0.01% 2355
2021
Q1 		$360K Hold
12,425
– – ﹤0.01% 2169
2020
Q4 		$354K Hold
12,425
– – ﹤0.01% 2053
2020
Q3 		$342K Buy
+12,425
New +$337K ﹤0.01% 1941

Other funds holding UDEC

Commonwealth Equity Services
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Osaic Holdings
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
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
SA
Sovran Advisors San Diego, California $1.34B AUM 21.63% 1-Year Est. Return

Truist Financial's UDEC Position: Q2 2026 in Review

Truist Financial reduced its Innovator US Equity Ultra Buffer ETF December (UDEC) stake by 1.5% in Q2 2026, selling an estimated $36.9K and leaving 57,463 shares worth $2.4M. The position accounts for ﹤0.01% of the portfolio, ranked #1284.

Truist Financial first reported a position in UDEC in Q3 2020 and has held it in 24 quarters since. 125 funds tracked by Wall St. Rank hold UDEC as of Q2 2026.

  • Truist Financial held 57,463 shares of Innovator US Equity Ultra Buffer ETF December worth $2.4M as of Q2 2026.
  • Truist Financial sold 900 Innovator US Equity Ultra Buffer ETF December shares in Q2 2026, an estimated $36.9K.
  • Innovator US Equity Ultra Buffer ETF December made up ﹤0.01% of Truist Financial's portfolio in Q2 2026, its #1284 holding.
  • Truist Financial first reported a position in Innovator US Equity Ultra Buffer ETF December in Q3 2020 and has held it in 24 quarters since.
  • 125 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF December as of Q2 2026.

Based on Truist Financial's 13F filing for Q2 2026, filed 28 Jul 2026.