UDEC — INNOVATOR ETFS TRUST

Ownership history in Summit Wealth Partners, LLC  ·  3 quarters on record

This page tracks every 13F SEC filing in which Summit Wealth Partners, LLC reported a position in INNOVATOR ETFS TRUST (UDEC). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.05% (2025 Q2)
Avg. % of fund
0.05%
First filed
2025 Q1
Last filed
2025 Q3
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 7,028 — 0% 0.05% $270K $38.37
2025 Q2 ADDED 7,028 +1,041 +17.4% 0.05% $256K $36.44
2025 Q1 INITIATED 5,987 — — 0.04% $205K $34.30
% of Fund (quarterly)    UDEC price (monthly, adj. close)

Other funds also holding UDEC

As of 2025 Q4 — sorted by position size

IMG Wealth Management, Inc. 1.3% CENTRAL VALLEY ADVISORS, LLC 1.08% Brookstone Capital Management 3Y 7Y 0.85% MILESTONE ASSET MANAGEMENT, LLC 3Y 0.61% Redwood Family Wealth LLC 0.56% KFG WEALTH MANAGEMENT, LLC 3Y 0.52% Castle Rock Wealth Management, LLC 3Y 7Y 0.34% Lakeridge Wealth Management LLC 0.34% C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 3Y 0.34% Virtue Capital Management, LLC 3Y 7Y 0.25%
← Back to Summit Wealth Partners, LLC Holdings