AFPL
UDEC

Advus Financial Partners, LLC’s Innovator US Equity Ultra Buffer ETF December UDEC Stock Holding History

Advus Financial Partners, LLC’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 		$545K Hold
13,085
– – 0.12% 120
2026
Q1 		$508K Buy
13,085
+55
+0.4% +$2.18K 0.13% 120
2025
Q4 		$517K Buy
+13,030
New +$508K 0.13% 118

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

Advus Financial Partners, LLC's UDEC Position: Q2 2026 in Review

Advus Financial Partners, LLC held its Innovator US Equity Ultra Buffer ETF December (UDEC) position steady in Q2 2026 at 13,085 shares worth $545K. The position accounts for 0.12% of the portfolio, ranked #120.

Advus Financial Partners, LLC first reported a position in UDEC in Q4 2025 and has held it in 3 quarters since. 125 funds tracked by Wall St. Rank hold UDEC as of Q2 2026.

  • Advus Financial Partners, LLC held 13,085 shares of Innovator US Equity Ultra Buffer ETF December worth $545K as of Q2 2026.
  • Advus Financial Partners, LLC left its Innovator US Equity Ultra Buffer ETF December share count unchanged in Q2 2026.
  • Innovator US Equity Ultra Buffer ETF December made up 0.12% of Advus Financial Partners, LLC's portfolio in Q2 2026, its #120 holding.
  • Advus Financial Partners, LLC first reported a position in Innovator US Equity Ultra Buffer ETF December in Q4 2025 and has held it in 3 quarters since.
  • 125 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF December as of Q2 2026.

Based on Advus Financial Partners, LLC's 13F filing for Q2 2026, filed 25 Aug 2026.