AAS
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Ameritas Advisory Services’s Innovator US Equity Buffer ETF December BDEC Stock Holding History

Ameritas Advisory Services’s Portfolio BDEC Stock Details BDEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-50
Closed -$1.7K – 724
2023
Q1 		$1.7K Buy
+50
New +$1.65K ﹤0.01% 2438

Other funds holding BDEC

W
Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return
MPCL
My Personal CFO LLC Vancouver, Washington $256M AUM 22.12% 1-Year Est. Return

Ameritas Advisory Services's BDEC Position: Q2 2023 in Review

Ameritas Advisory Services sold out of Innovator US Equity Buffer ETF December (BDEC) in Q2 2023, closing a stake of 50 shares — an estimated $1.7K sold.

Ameritas Advisory Services first reported a position in BDEC in Q1 2023 and held it in 1 quarter. The position peaked at $1.7K in Q1 2023. 64 funds tracked by Wall St. Rank hold BDEC as of Q2 2023.

  • Ameritas Advisory Services reported no remaining Innovator US Equity Buffer ETF December position as of Q2 2023 after selling out during the quarter.
  • Ameritas Advisory Services sold 50 Innovator US Equity Buffer ETF December shares in Q2 2023, an estimated $1.7K.
  • Ameritas Advisory Services first reported a position in Innovator US Equity Buffer ETF December in Q1 2023 and held it in 1 quarter.
  • Ameritas Advisory Services's Innovator US Equity Buffer ETF December position peaked at $1.7K in Q1 2023.
  • 64 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF December as of Q2 2023.

Based on Ameritas Advisory Services's 13F filing for Q2 2023, filed 25 Jul 2023.