Wealth Enhancement Advisory Services’s Innovator US Equity Ultra Buffer ETF December UDEC Stock Holding History

Wealth Enhancement Advisory Services’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	–	Sell	-12,962	Closed	-$517K	–	3869
2025 Q4	$517K	Hold	12,962	–	–	﹤0.01%	2448
2025 Q3	$498K	Hold	12,962	–	–	﹤0.01%	2377
2025 Q2	$475K	Hold	12,962	–	–	﹤0.01%	2264
2025 Q1	$445K	Buy	12,962 +4,407	+52%	+$155K	﹤0.01%	2146
2024 Q4	$300K	Buy	8,555 +2,835	+50%	+$100K	﹤0.01%	2379
2024 Q3	$200K	Buy	+5,720	New	+$198K	﹤0.01%	2452
2024 Q1	–	Sell	-8,395	Closed	-$269K	–	2569
2023 Q4	$269K	Sell	8,395 -26,983	-76%	-$821K	﹤0.01%	1891
2023 Q3	$1.04M	Buy	+35,378	New	+$1.07M	﹤0.01%	1076

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 Waltham, Massachusetts $79.5B AUM 27.1% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return

PCA

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return

Sovran Advisors San Diego, California $1.34B AUM 21.63% 1-Year Est. Return

Wealth Enhancement Advisory Services's UDEC Position: Q1 2026 in Review

Wealth Enhancement Advisory Services sold out of Innovator US Equity Ultra Buffer ETF December (UDEC) in Q1 2026, closing a stake of 12,962 shares — an estimated $517K sold.

Wealth Enhancement Advisory Services first reported a position in UDEC in Q3 2023 and held it in 8 quarters. The position peaked at $1.04M in Q3 2023. 112 funds tracked by Wall St. Rank hold UDEC as of Q1 2026.

Wealth Enhancement Advisory Services reported no remaining Innovator US Equity Ultra Buffer ETF December position as of Q1 2026 after selling out during the quarter.
Wealth Enhancement Advisory Services sold 12,962 Innovator US Equity Ultra Buffer ETF December shares in Q1 2026, an estimated $517K.
Wealth Enhancement Advisory Services first reported a position in Innovator US Equity Ultra Buffer ETF December in Q3 2023 and held it in 8 quarters.
Wealth Enhancement Advisory Services's Innovator US Equity Ultra Buffer ETF December position peaked at $1.04M in Q3 2023.
112 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF December as of Q1 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q1 2026, filed 8 Apr 2026.