WealthPLAN Partners’s Innovator US Equity Ultra Buffer ETF December UDEC Stock Holding History

WealthPLAN Partners’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	$669K	Sell	16,042 -5,000	-24%	-$205K	0.13%	138
2026 Q1	$817K	Sell	21,042 -8,478	-29%	-$336K	0.16%	125
2025 Q4	$1.17M	Sell	29,520 -53,329	-64%	-$2.08M	0.17%	118
2025 Q3	$3.18M	Buy	82,849 +1,107	+1%	+$41.3K	0.48%	58
2025 Q2	$2.98M	Sell	81,742 -47,700	-37%	-$1.66M	0.48%	59
2025 Q1	$4.44M	Buy	+129,442	New	+$4.55M	0.63%	50

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 Partners's UDEC Position: Q2 2026 in Review

WealthPLAN Partners reduced its Innovator US Equity Ultra Buffer ETF December (UDEC) stake by 24% in Q2 2026, selling an estimated $205K and leaving 16,042 shares worth $669K. The position accounts for 0.13% of the portfolio, ranked #138.

WealthPLAN Partners first reported a position in UDEC in Q1 2025 and has held it in 6 quarters since. The position peaked at $4.44M in Q1 2025. 125 funds tracked by Wall St. Rank hold UDEC as of Q2 2026.

WealthPLAN Partners held 16,042 shares of Innovator US Equity Ultra Buffer ETF December worth $669K as of Q2 2026.
WealthPLAN Partners sold 5,000 Innovator US Equity Ultra Buffer ETF December shares in Q2 2026, an estimated $205K.
Innovator US Equity Ultra Buffer ETF December made up 0.13% of WealthPLAN Partners's portfolio in Q2 2026, its #138 holding.
WealthPLAN Partners first reported a position in Innovator US Equity Ultra Buffer ETF December in Q1 2025 and has held it in 6 quarters since.
WealthPLAN Partners's Innovator US Equity Ultra Buffer ETF December position peaked at $4.44M in Q1 2025.
125 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF December as of Q2 2026.

Based on WealthPLAN Partners's 13F filing for Q2 2026, filed 28 Jul 2026.