Public ownership evidence

Innovator U.S. Equity Ultra Buffer ETF - December (UDEC) Ownership Disclosures

Read UDEC insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

Innovator U.S. Equity Ultra Buffer ETF - December: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Advus Financial Partners, LLC
Report period
2026-06-30
Available
2026-08-26
Reported shares
13,085
Value (USD)
$545,384
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0002150676-26-000019
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read UDEC fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read UDEC fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Advus Financial Partners, LLC2026-06-302026-08-2613,085$545,384None
Advus Financial Partners, LLC2026-03-312026-08-2613,085$508,221None
Advus Financial Partners, LLC2025-12-312026-08-2613,030$516,509None
Kingsview Wealth Management, LLC2026-06-302026-08-2013,806$575,435None
Archer Investment Corp2026-06-302026-08-205,211$217,186None
Beacon Pointe Advisors, LLC2026-06-302026-08-195,436$226,574None
CENTAURUS FINANCIAL, INC.2026-06-302026-08-187,885$329,000None
Ameritas Advisory Services, LLC2026-06-302026-08-1529,567$1,232,356None
Foundations Investment Advisors, LLC2026-06-302026-08-15137,623$5,736,140None
OSAIC HOLDINGS, INC.2026-06-302026-08-154,400$183,392None
OSAIC HOLDINGS, INC.2026-06-302026-08-15203,015$8,461,615None
Betterment LLC2026-06-302026-08-154,908$205,000None
HRT FINANCIAL LP2026-06-302026-08-1512,135$505,000None
OLD MISSION CAPITAL LLC2026-06-302026-08-1521,834$910,043None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-1532,137$1,339,473None
Ausdal Financial Partners, Inc.2026-06-302026-08-157,397$308,308None
Cerity Partners LLC2026-06-302026-08-1512,083$503,620None
CITADEL ADVISORS LLC2026-06-302026-08-1532,310$1,346,684None
Coppell Advisory Solutions LLC2026-06-302026-08-1510,143$41,759None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-1590,194$3,759,295None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-15122,046$5,086,889None
BARCLAYS PLC2026-06-302026-08-151$42None
WELLS FARGO & COMPANY/MN2026-06-302026-08-153,282$136,794None
BANK OF AMERICA CORP /DE/2026-06-302026-08-158,368$348,778None
Highland Investment Advisors LLC2026-06-302026-08-141,326$55,268None
Wood Tarver Financial Group, LLC2026-06-302026-08-147,825$326,000None
LEGACY CAPITAL WEALTH MANAGEMENT, LLC2026-06-302026-08-14241,913$10,082,958None
Quantinno Capital Management LP2026-06-302026-08-1414,084$587,023None
Rockefeller Capital Management L.P.2026-06-302026-08-141,695$70,648None
Steward Partners Investment Advisory, LLC2026-06-302026-08-148,246$343,693None
Arete Wealth Advisors, LLC2026-06-302026-08-1424,661$1,027,872None
Creative Planning2026-06-302026-08-1412,125$505,371None
ZACKS INVESTMENT MANAGEMENT2026-06-302026-08-146,627$276,214None
Trek Financial, LLC2026-06-302026-08-1478,712$3,280,724None
CAPTRUST FINANCIAL ADVISORS2026-06-302026-08-1433,630$1,401,702None
MORGAN STANLEY2026-06-302026-08-141,547$64,479None
COMPASS FINANCIAL MANAGEMENT LLC2026-06-302026-08-13123$5,127None
Regatta Research & Money Management2026-06-302026-08-13557$23,216None
Cetera Investment Advisers2026-06-302026-08-1362,745$2,615,218None
Advisory Services Network, LLC2026-06-302026-08-1341,908$1,746,730None
Aptus Capital Advisors, LLC2026-06-302026-08-132,400$100,032None
WealthShield Partners, LLC2026-06-302026-08-1317,695$737,529None
NewEdge Advisors, LLC2026-06-302026-08-1314,810$617,282None
Madison Wealth Partners, Inc2026-06-302026-08-136,627$276,214None
HARBOUR INVESTMENTS, INC.2026-06-302026-08-1310,589$441,351None
JPMORGAN CHASE & CO2026-06-302026-08-132,644$109,846None
JPMORGAN CHASE & CO2026-06-302026-08-131$42None
Keating Financial Advisory Services, Inc.2026-06-302026-08-1260$2,501None
Compass Advisory Group LLC2026-06-302026-08-129,200$383,457None
WEALTH ALLIANCE, LLC2026-06-302026-08-127,866$327,856None

90-day public filing window, up to 50 source positions.

Advus Financial Partners, LLC ↗Advus Financial Partners, LLC ↗Advus Financial Partners, LLC ↗Kingsview Wealth Management, LLC ↗Archer Investment Corp ↗Beacon Pointe Advisors, LLC ↗CENTAURUS FINANCIAL, INC. ↗Ameritas Advisory Services, LLC ↗Foundations Investment Advisors, LLC ↗OSAIC HOLDINGS, INC. ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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