Berkshire Money Management’s Innovator US Equity Buffer ETF December BDEC Stock Holding History

Berkshire Money Management’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
2025 Q3	–	Sell	-1,232	Closed	-$55.6K	–	54
2025 Q2	$55.6K	Buy	+1,232	New	+$52.4K	0.01%	129
2021 Q3	–	Sell	-213,012	Closed	-$7.08M	–	27
2021 Q2	$7.08M	Buy	213,012 +3,333	+2%	+$109K	1.14%	17
2021 Q1	$6.68M	Buy	209,679 +95,740	+84%	+$2.97M	1.17%	18
2020 Q4	$3.48M	Buy	+113,939	New	+$3.33M	0.64%	18

Other funds holding BDEC

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

WIM

WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Berkshire Money Management's BDEC Position: Q3 2025 in Review

Berkshire Money Management sold out of Innovator US Equity Buffer ETF December (BDEC) in Q3 2025, closing a stake of 1,232 shares — an estimated $55.6K sold.

Berkshire Money Management first reported a position in BDEC in Q4 2020 and held it in 4 quarters. The position peaked at $7.08M in Q2 2021. 103 funds tracked by Wall St. Rank hold BDEC as of Q3 2025.

Berkshire Money Management reported no remaining Innovator US Equity Buffer ETF December position as of Q3 2025 after selling out during the quarter.
Berkshire Money Management sold 1,232 Innovator US Equity Buffer ETF December shares in Q3 2025, an estimated $55.6K.
Berkshire Money Management first reported a position in Innovator US Equity Buffer ETF December in Q4 2020 and held it in 4 quarters.
Berkshire Money Management's Innovator US Equity Buffer ETF December position peaked at $7.08M in Q2 2021.
103 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF December as of Q3 2025.

Based on Berkshire Money Management's 13F filing for Q3 2025, filed 14 Oct 2025.