WP
UDEC

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

WealthShield 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
Q1 		$703K Hold
18,096
– – 0.08% 217
2025
Q4 		$717K Buy
18,096
+401
+2% +$15.6K 0.08% 212
2025
Q3 		$679K Sell
17,695
-64
-0.4% -$2.39K 0.08% 209
2025
Q2 		$647K Sell
17,759
-2,260
-11% -$78.7K 0.08% 210
2025
Q1 		$687K Hold
20,019
– – 0.09% 197
2024
Q4 		$702K Buy
20,019
+19,345
+2,870% +$683K 0.1% 184
2024
Q3 		$23.6K Hold
674
– – ﹤0.01% 422
2024
Q2 		$23.1K Sell
674
-432
-39% -$14.5K ﹤0.01% 393
2024
Q1 		$37K Hold
1,106
– – 0.01% 358
2023
Q4 		$35.4K Buy
+1,106
New +$33.7K 0.01% 376
2023
Q3 		– Sell
-3,443
Closed -$104K – 505
2023
Q2 		$104K Sell
3,443
-174
-5% -$5.05K 0.02% 337
2023
Q1 		$103K Buy
+3,617
New +$101K 0.02% 337

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

WealthShield Partners's UDEC Position: Q1 2026 in Review

WealthShield Partners held its Innovator US Equity Ultra Buffer ETF December (UDEC) position steady in Q1 2026 at 18,096 shares worth $703K. The position accounts for 0.08% of the portfolio, ranked #217.

WealthShield Partners first reported a position in UDEC in Q1 2023 and has held it in 12 quarters since. The position peaked at $717K in Q4 2025. 111 funds tracked by Wall St. Rank hold UDEC as of Q1 2026.

  • WealthShield Partners held 18,096 shares of Innovator US Equity Ultra Buffer ETF December worth $703K as of Q1 2026.
  • WealthShield Partners left its Innovator US Equity Ultra Buffer ETF December share count unchanged in Q1 2026.
  • Innovator US Equity Ultra Buffer ETF December made up 0.08% of WealthShield Partners's portfolio in Q1 2026, its #217 holding.
  • WealthShield Partners first reported a position in Innovator US Equity Ultra Buffer ETF December in Q1 2023 and has held it in 12 quarters since.
  • WealthShield Partners's Innovator US Equity Ultra Buffer ETF December position peaked at $717K in Q4 2025.
  • 111 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF December as of Q1 2026.

Based on WealthShield Partners's 13F filing for Q1 2026, filed 1 May 2026.