EverSource Wealth Advisors’s Innovator US Equity Buffer ETF December BDEC Stock Holding History

EverSource Wealth 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	$7.98K	Hold	150	–	–	﹤0.01%	3038
2026 Q1	$7.2K	Hold	150	–	–	﹤0.01%	3091
2025 Q4	$7.43K	Hold	150	–	–	﹤0.01%	2938
2025 Q3	$7.19K	Hold	150	–	–	﹤0.01%	2985
2025 Q2	$6.77K	Sell	150 -916	-86%	-$38.9K	﹤0.01%	3028
2025 Q1	$44.6K	Hold	1,066	–	–	﹤0.01%	1288
2024 Q4	$46K	Sell	1,066 -250	-19%	-$10.9K	﹤0.01%	1228
2024 Q3	$56.7K	Buy	1,316 +400	+44%	+$16.9K	﹤0.01%	1014
2024 Q2	$38.6K	Hold	916	–	–	﹤0.01%	1211
2024 Q1	$36.6K	Hold	916	–	–	﹤0.01%	1101
2023 Q4	$35K	Hold	916	–	–	﹤0.01%	1031
2023 Q3	$32K	Hold	916	–	–	﹤0.01%	965
2023 Q2	$33.2K	Hold	916	–	–	﹤0.01%	987
2023 Q1	$31K	Buy	+916	New	+$30.3K	﹤0.01%	948

Other funds holding BDEC

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

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 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 Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

EverSource Wealth Advisors's BDEC Position: Q2 2026 in Review

EverSource Wealth Advisors held its Innovator US Equity Buffer ETF December (BDEC) position steady in Q2 2026 at 150 shares worth $7.98K. The position accounts for ﹤0.01% of the portfolio, ranked #3038.

EverSource Wealth Advisors first reported a position in BDEC in Q1 2023 and has held it in 14 quarters since. The position peaked at $56.7K in Q3 2024. 121 funds tracked by Wall St. Rank hold BDEC as of Q2 2026.

EverSource Wealth Advisors held 150 shares of Innovator US Equity Buffer ETF December worth $7.98K as of Q2 2026.
EverSource Wealth Advisors left its Innovator US Equity Buffer ETF December share count unchanged in Q2 2026.
Innovator US Equity Buffer ETF December made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3038 holding.
EverSource Wealth Advisors first reported a position in Innovator US Equity Buffer ETF December in Q1 2023 and has held it in 14 quarters since.
EverSource Wealth Advisors's Innovator US Equity Buffer ETF December position peaked at $56.7K in Q3 2024.
121 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF December as of Q2 2026.

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