UDEC β€” INNOVATOR ETFS TRUST

Ownership history in FIDUCIARY FINANCIAL GROUP, LLC  Β·  5 quarters on record

AI Ownership Summary

FIDUCIARY FINANCIAL GROUP, LLC reported INNOVATOR ETFS TRUST (UDEC) in 5 quarterly 13F filings from 2025 Q1 through 2026 Q1. Peak portfolio weight reached 0.14% in 2025 Q4. The latest visible filing shows UDEC at 0.13% 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 FIDUCIARY FINANCIAL GROUP, 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 0.13% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.14% 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
2025 Q1 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.

How FIDUCIARY FINANCIAL GROUP, LLC held UDEC β€” position size vs. price
% of Fund (quarterly)    UDEC price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 25,622 β€” 0% 0.13% $995K 2026-04-13 $39.92
2025 Q4 ADDED 25,622 +7,096 +38.3% 0.14% $1.0M 2026-01-12 $40.00
2025 Q3 UNCHANGED 18,526 β€” 0% 0.11% $711K 2025-10-10 $37.91
2025 Q2 UNCHANGED 18,526 β€” 0% 0.12% $674K 2025-07-03 $36.65
2025 Q1 INITIATED 18,526 β€” β€” 0.13% $618K 2025-04-15 $33.74

FAQ About FIDUCIARY FINANCIAL GROUP, 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 FIDUCIARY FINANCIAL GROUP, LLC reported owning UDEC?

FIDUCIARY FINANCIAL GROUP, LLC reported UDEC across 5 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

What was the largest reported UDEC position in FIDUCIARY FINANCIAL GROUP, LLC's portfolio?

The largest reported portfolio weight for UDEC was 0.14% in 2025 Q4.

What is the latest reported UDEC position on this page?

The most recent filing on this page is 2026 Q1, when FIDUCIARY FINANCIAL GROUP, LLC reported 25,622 shares, equal to 0.13% of portfolio, with an estimated market value of $995K.

What does the chart on this UDEC ownership page compare?

The chart compares FIDUCIARY FINANCIAL GROUP, 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.

← Back to FIDUCIARY FINANCIAL GROUP, LLC Holdings