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Bedel Financial Consulting’s Innovator US Equity Buffer ETF December BDEC Stock Holding History

Bedel Financial Consulting’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
-6,432
Closed -$218K – 241
2023
Q1 		$218K Hold
6,432
– – 0.05% 210
2022
Q4 		$205K Buy
+6,432
New +$204K 0.05% 215
2022
Q2 		– Sell
-4,907
Closed -$168K – 260
2022
Q1 		$168K Buy
4,907
+3,890
+382% +$131K 0.05% 205
2021
Q4 		$36K Buy
1,017
+483
+90% +$16.5K 0.01% 461
2021
Q3 		$18K Hold
534
– – 0.01% 563
2021
Q2 		$18K Sell
534
-61
-10% -$1.99K 0.01% 574
2021
Q1 		$19K Sell
595
-497
-46% -$15.4K 0.01% 520
2020
Q4 		$33K Buy
1,092
+943
+633% +$27.6K 0.01% 373
2020
Q3 		$4K Hold
149
– – ﹤0.01% 633
2020
Q2 		$4K Sell
149
-1
-0.7% -$25 ﹤0.01% 605
2020
Q1 		$3K Buy
150
+25
+20% +$646 ﹤0.01% 626
2019
Q4 		$3K Buy
+125
New +$3.33K ﹤0.01% 628

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

Bedel Financial Consulting's BDEC Position: Q2 2023 in Review

Bedel Financial Consulting sold out of Innovator US Equity Buffer ETF December (BDEC) in Q2 2023, closing a stake of 6,432 shares — an estimated $218K sold.

Bedel Financial Consulting first reported a position in BDEC in Q4 2019 and held it in 12 quarters. The position peaked at $218K in Q1 2023. 64 funds tracked by Wall St. Rank hold BDEC as of Q2 2023.

  • Bedel Financial Consulting reported no remaining Innovator US Equity Buffer ETF December position as of Q2 2023 after selling out during the quarter.
  • Bedel Financial Consulting sold 6,432 Innovator US Equity Buffer ETF December shares in Q2 2023, an estimated $218K.
  • Bedel Financial Consulting first reported a position in Innovator US Equity Buffer ETF December in Q4 2019 and held it in 12 quarters.
  • Bedel Financial Consulting's Innovator US Equity Buffer ETF December position peaked at $218K in Q1 2023.
  • 64 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF December as of Q2 2023.

Based on Bedel Financial Consulting's 13F filing for Q2 2023, filed 10 Aug 2023.