AssuredPartners Investment Advisors, LLC UDEC — INNOVATOR ETFS TRUST

Ownership history in AssuredPartners Investment Advisors, LLC  ·  6 quarters on record

AI Ownership Summary

AssuredPartners Investment Advisors, LLC reported INNOVATOR ETFS TRUST (UDEC) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.27% in 2025 Q4. The latest visible filing shows UDEC at 0.19% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this UDEC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was AssuredPartners Investment Advisors, LLC's position in INNOVATOR ETFS TRUST, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

UDEC was reported at 0.19% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.27% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

UDEC stock page AssuredPartners Investment Advisors, LLC fund profile AssuredPartners Investment Advisors, LLC full holdings
How AssuredPartners Investment Advisors, LLC held UDEC — position size vs. price
% of Fund (quarterly)    UDEC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 45,067 -328 -0.7% 0.19% $1.8M 2026-04-13 $39.92
2025 Q4 ADDED — — — 45,395 +21,029 +86.3% 0.27% $1.8M 2026-02-03 $39.82
2025 Q3 REDUCED — — — 24,366 -945 -3.7% 0.21% $935K 2025-10-06 $38.51
2025 Q2 ADDED — — — 25,311 +5,759 +29.5% 0.23% $922K 2025-07-29 $37.08
2025 Q1 ADDED — — — 19,552 +10,728 +121.6% 0.13% $671K 2025-04-23 $33.73
2024 Q4 INITIATED — — — 8,824 — — 0.06% $310K 2025-02-12 $35.65

🏢 Other funds also holding UDEC

As of 2026 Q2 — sorted by position size

MILESTONE ASSET MANAGEMENT, LLC 3Y 0.48% Sonoma Allocations LLC 0.33% C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 3Y 0.32% Castle Rock Wealth Management, LLC 3Y 7Y 0.3% Lakeridge Wealth Management LLC 0.28% Family Legacy Financial Solutions, LLC 0.28% TrustBank 0.24% MBL Wealth, LLC 3Y 0.2% Lantz Financial LLC 3Y 7Y 0.14% Old Port Advisors 3Y 7Y 0.14%

FAQ About AssuredPartners Investment Advisors, LLC and UDEC

These are the practical questions this page is built to answer before you even open the full history table.

How long has AssuredPartners Investment Advisors, LLC reported owning UDEC?

AssuredPartners Investment Advisors, LLC reported UDEC across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported UDEC position in AssuredPartners Investment Advisors, LLC's portfolio?

The largest reported portfolio weight for UDEC was 0.27% in 2025 Q4.

What is the latest reported UDEC position on this page?

The most recent filing on this page is 2026 Q1, when AssuredPartners Investment Advisors, LLC reported 45,067 shares, equal to 0.19% of portfolio, with an estimated market value of $1.8M.

What does the chart on this UDEC ownership page compare?

The chart compares AssuredPartners Investment Advisors, LLC's quarterly UDEC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did AssuredPartners Investment Advisors, LLC time their UDEC position?

Based on 13F filing dates vs. subsequent UDEC price moves, AssuredPartners Investment Advisors, LLC correctly timed 3 out of 5 reported position changes (60%). The annualised alpha on UDEC relative to SPY over the holding period was -2.5%.

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