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DHJJ Financial Advisors’s Innovator US Equity Buffer ETF December BDEC Stock Holding History

DHJJ Financial 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
Q2 		$691K Hold
12,995
– – 0.2% 89
2026
Q1 		$624K Sell
12,995
-1,005
-7% -$49.7K 0.21% 88
2025
Q4 		$694K Sell
14,000
-2,782
-17% -$136K 0.23% 83
2025
Q3 		$804K Sell
16,782
-105
-0.6% -$4.87K 0.27% 67
2025
Q2 		$763K Hold
16,887
– – 0.28% 70
2025
Q1 		$707K Buy
16,887
+95
+0.6% +$4.11K 0.28% 65
2024
Q4 		$724K Buy
16,792
+1,122
+7% +$48.8K 0.28% 67
2024
Q3 		$675K Sell
15,670
-1,243
-7% -$52.6K 0.27% 69
2024
Q2 		$709K Sell
16,913
-275
-2% -$11.2K 0.3% 64
2024
Q1 		$698K Hold
17,188
– – 0.31% 60
2023
Q4 		$657K Buy
17,188
+3,737
+28% +$135K 0.31% 61
2023
Q3 		$470K Sell
13,451
-565
-4% -$20.5K 0.24% 76
2023
Q2 		$508K Hold
14,016
– – 0.26% 77
2023
Q1 		$474K Buy
14,016
+160
+1% +$5.29K 0.26% 80
2022
Q4 		$447K Buy
13,856
+675
+5% +$21.4K 0.26% 84
2022
Q3 		$390K Hold
13,181
– – 0.23% 86
2022
Q2 		$401K Hold
13,181
– – 0.22% 87
2022
Q1 		$452K Hold
13,181
– – 0.22% 86
2021
Q4 		$473K Buy
13,181
+4,148
+46% +$142K 0.22% 84
2021
Q3 		$302K Hold
9,033
– – 0.16% 102
2021
Q2 		$300K Hold
9,033
– – 0.16% 97
2021
Q1 		$288K Buy
9,033
+500
+6% +$15.5K 0.17% 91
2020
Q4 		$260K Buy
+8,533
New +$250K 0.16% 90

Other funds holding BDEC

PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

DHJJ Financial Advisors's BDEC Position: Q2 2026 in Review

DHJJ Financial Advisors held its Innovator US Equity Buffer ETF December (BDEC) position steady in Q2 2026 at 12,995 shares worth $691K. The position accounts for 0.2% of the portfolio, ranked #89.

DHJJ Financial Advisors first reported a position in BDEC in Q4 2020 and has held it in 23 quarters since. The position peaked at $804K in Q3 2025. 120 funds tracked by Wall St. Rank hold BDEC as of Q2 2026.

  • DHJJ Financial Advisors held 12,995 shares of Innovator US Equity Buffer ETF December worth $691K as of Q2 2026.
  • DHJJ Financial Advisors left its Innovator US Equity Buffer ETF December share count unchanged in Q2 2026.
  • Innovator US Equity Buffer ETF December made up 0.2% of DHJJ Financial Advisors's portfolio in Q2 2026, its #89 holding.
  • DHJJ Financial Advisors first reported a position in Innovator US Equity Buffer ETF December in Q4 2020 and has held it in 23 quarters since.
  • DHJJ Financial Advisors's Innovator US Equity Buffer ETF December position peaked at $804K in Q3 2025.
  • 120 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF December as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.