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D.B. Root & Company’s Innovator US Equity Buffer ETF December BDEC Stock Holding History

D.B. Root & Company’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
Q1 		– Sell
-6,992
Closed -$347K – 194
2025
Q4 		$347K Buy
+6,992
New +$341K 0.08% 141

Other funds holding BDEC

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

D.B. Root & Company's BDEC Position: Q1 2026 in Review

D.B. Root & Company sold out of Innovator US Equity Buffer ETF December (BDEC) in Q1 2026, closing a stake of 6,992 shares — an estimated $347K sold.

D.B. Root & Company first reported a position in BDEC in Q4 2025 and held it in 1 quarter. The position peaked at $347K in Q4 2025. 110 funds tracked by Wall St. Rank hold BDEC as of Q1 2026.

  • D.B. Root & Company reported no remaining Innovator US Equity Buffer ETF December position as of Q1 2026 after selling out during the quarter.
  • D.B. Root & Company sold 6,992 Innovator US Equity Buffer ETF December shares in Q1 2026, an estimated $347K.
  • D.B. Root & Company first reported a position in Innovator US Equity Buffer ETF December in Q4 2025 and held it in 1 quarter.
  • D.B. Root & Company's Innovator US Equity Buffer ETF December position peaked at $347K in Q4 2025.
  • 110 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF December as of Q1 2026.

Based on D.B. Root & Company's 13F filing for Q1 2026, filed 13 May 2026.