Concurrent Investment Advisors
BDEC icon

Concurrent Investment Advisors’s Innovator US Equity Buffer ETF December BDEC Stock Holding History

Concurrent Investment Advisors’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
2026
Q3 		$685K Buy
+12,539
New +$678K ﹤0.01% 1378

Other funds holding BDEC

MPCL
My Personal CFO LLC Vancouver, Washington $279M AUM 23.15% 1-Year Est. Return
TWM
TopTier Wealth Management Muskego, Wisconsin $171M AUM 14.02% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
WealthPlan Investment Management
WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return
LF
Lantz Financial Naperville, Illinois $549M AUM 18.02% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $544M AUM 17.34% 1-Year Est. Return
MAM
Milestone Asset Management Pittsburgh, Pennsylvania $631M AUM 19.64% 1-Year Est. Return
PIAS
PCA Investment Advisory Services Cincinnati, Ohio $368M AUM 14.36% 1-Year Est. Return
Dynamic Advisor Solutions
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Concurrent Investment Advisors's BDEC Position: Q3 2026 in Review

Concurrent Investment Advisors opened a new position in Innovator US Equity Buffer ETF December (BDEC) in Q3 2026: 12,539 shares worth $685K. The stake represents ﹤0.01% of the portfolio and ranks #1378 among its holdings.

22 funds tracked by Wall St. Rank hold BDEC as of Q3 2026.

  • Concurrent Investment Advisors held 12,539 shares of Innovator US Equity Buffer ETF December worth $685K as of Q3 2026.
  • Innovator US Equity Buffer ETF December was a new Concurrent Investment Advisors position in Q3 2026.
  • Innovator US Equity Buffer ETF December made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q3 2026, its #1378 holding.
  • 22 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF December as of Q3 2026.

Based on Concurrent Investment Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.