Dynamic Advisor Solutions
BDEC icon

Dynamic Advisor Solutions’s Innovator US Equity Buffer ETF December BDEC Stock Holding History

Dynamic Advisor Solutions’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 		$599K Sell
10,956
-137
-1% -$7.41K 0.02% 607
2026
Q2 		$590K Sell
11,093
-1,036
-9% -$53.8K 0.02% 636
2026
Q1 		$582K Buy
+12,129
New +$600K 0.02% 601

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TWM
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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
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
PIAS
PCA Investment Advisory Services Cincinnati, Ohio $368M AUM 14.36% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Dynamic Advisor Solutions's BDEC Position: Q3 2026 in Review

Dynamic Advisor Solutions reduced its Innovator US Equity Buffer ETF December (BDEC) stake by 1.2% in Q3 2026, selling an estimated $7.41K and leaving 10,956 shares worth $599K. The position accounts for 0.02% of the portfolio, ranked #607.

Dynamic Advisor Solutions first reported a position in BDEC in Q1 2026 and has held it in 3 quarters since. 23 funds tracked by Wall St. Rank hold BDEC as of Q3 2026.

  • Dynamic Advisor Solutions held 10,956 shares of Innovator US Equity Buffer ETF December worth $599K as of Q3 2026.
  • Dynamic Advisor Solutions sold 137 Innovator US Equity Buffer ETF December shares in Q3 2026, an estimated $7.41K.
  • Innovator US Equity Buffer ETF December made up 0.02% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #607 holding.
  • Dynamic Advisor Solutions first reported a position in Innovator US Equity Buffer ETF December in Q1 2026 and has held it in 3 quarters since.
  • 23 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF December as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.