UDEC — INNOVATOR ETFS TR

Ownership history in UBS Group AG  ·  15 quarters on record

This page tracks every 13F SEC filing in which UBS Group AG reported a position in INNOVATOR ETFS TR (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.

Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 1,032 -3,854 -78.9% 0.00% $40K $38.37
2025 Q2 REDUCED 4,886 -14 -0.3% 0.00% $178K $36.44
2024 Q4 ADDED 4,900 +4,856 +11036.4% 0.00% $172K $35.09
2024 Q3 REDUCED 44 -87 -66.4% 0.00% $2K $35.00
11 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% 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%
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