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
Q2 		$738K Sell
17,695
-401
-2% -$16.4K 0.11% 141
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

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

WealthShield Partners's UDEC Position: Q2 2026 in Review

WealthShield Partners reduced its Innovator US Equity Ultra Buffer ETF December (UDEC) stake by 2.2% in Q2 2026, selling an estimated $16.4K and leaving 17,695 shares worth $738K. The position accounts for 0.11% of the portfolio, ranked #141.

WealthShield Partners first reported a position in UDEC in Q1 2023 and has held it in 13 quarters since. 127 funds tracked by Wall St. Rank hold UDEC as of Q2 2026.

  • WealthShield Partners held 17,695 shares of Innovator US Equity Ultra Buffer ETF December worth $738K as of Q2 2026.
  • WealthShield Partners sold 401 Innovator US Equity Ultra Buffer ETF December shares in Q2 2026, an estimated $16.4K.
  • Innovator US Equity Ultra Buffer ETF December made up 0.11% of WealthShield Partners's portfolio in Q2 2026, its #141 holding.
  • WealthShield Partners first reported a position in Innovator US Equity Ultra Buffer ETF December in Q1 2023 and has held it in 13 quarters since.
  • 127 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF December as of Q2 2026.

Based on WealthShield Partners's 13F filing for Q2 2026, filed 12 Aug 2026.