WealthPlan Investment Management’s Innovator US Equity Ultra Buffer ETF December UDEC Stock Holding History

WealthPlan Investment 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	$2.05M	Sell	49,201 -2,860	-5%	-$117K	0.1%	161
2026 Q1	$2.02M	Sell	52,061 -9,099	-15%	-$361K	0.11%	153
2025 Q4	$2.42M	Sell	61,160 -265,002	-81%	-$10.3M	0.15%	123
2025 Q3	$12.5M	Buy	326,162 +20,205	+7%	+$754K	0.83%	33
2025 Q2	$11.1M	Buy	305,957 +57,167	+23%	+$1.99M	0.81%	37
2025 Q1	$8.53M	Buy	+248,790	New	+$8.75M	0.84%	41

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

WealthPlan Investment Management's UDEC Position: Q2 2026 in Review

WealthPlan Investment Management reduced its Innovator US Equity Ultra Buffer ETF December (UDEC) stake by 5.5% in Q2 2026, selling an estimated $117K and leaving 49,201 shares worth $2.05M. The position accounts for 0.1% of the portfolio, ranked #161.

WealthPlan Investment Management first reported a position in UDEC in Q1 2025 and has held it in 6 quarters since. The position peaked at $12.5M in Q3 2025. 125 funds tracked by Wall St. Rank hold UDEC as of Q2 2026.

WealthPlan Investment Management held 49,201 shares of Innovator US Equity Ultra Buffer ETF December worth $2.05M as of Q2 2026.
WealthPlan Investment Management sold 2,860 Innovator US Equity Ultra Buffer ETF December shares in Q2 2026, an estimated $117K.
Innovator US Equity Ultra Buffer ETF December made up 0.1% of WealthPlan Investment Management's portfolio in Q2 2026, its #161 holding.
WealthPlan Investment Management first reported a position in Innovator US Equity Ultra Buffer ETF December in Q1 2025 and has held it in 6 quarters since.
WealthPlan Investment Management's Innovator US Equity Ultra Buffer ETF December position peaked at $12.5M in Q3 2025.
125 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF December as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.