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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
Q2 		$590K Sell
11,093
-1,036
-9% -$53.8K 0.02% 636
2026
Q1 		$582K Buy
+12,129
New +$600K 0.02% 601

Other funds holding BDEC

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
TWM
TopTier Wealth Management Muskego, Wisconsin $166M AUM
IIA
Integral Investment Advisors Turlock, California $454M AUM 21.42% 1-Year Est. Return
BWM
BCS Wealth Management Johnson City, Tennessee $555M AUM 18.41% 1-Year Est. Return
LF
Lantz Financial Naperville, Illinois $546M AUM 23.57% 1-Year Est. Return
MAM
Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
PWMG
Pinnacle Wealth Management Group Plymouth, Michigan $214M AUM 20.07% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Dynamic Advisor Solutions's BDEC Position: Q2 2026 in Review

Dynamic Advisor Solutions reduced its Innovator US Equity Buffer ETF December (BDEC) stake by 8.5% in Q2 2026, selling an estimated $53.8K and leaving 11,093 shares worth $590K. The position accounts for 0.02% of the portfolio, ranked #636.

Dynamic Advisor Solutions first reported a position in BDEC in Q1 2026 and has held it in 2 quarters since. 17 funds tracked by Wall St. Rank hold BDEC as of Q2 2026.

  • Dynamic Advisor Solutions held 11,093 shares of Innovator US Equity Buffer ETF December worth $590K as of Q2 2026.
  • Dynamic Advisor Solutions sold 1,036 Innovator US Equity Buffer ETF December shares in Q2 2026, an estimated $53.8K.
  • Innovator US Equity Buffer ETF December made up 0.02% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #636 holding.
  • Dynamic Advisor Solutions first reported a position in Innovator US Equity Buffer ETF December in Q1 2026 and has held it in 2 quarters since.
  • 17 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF December as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.