Fidelity Investments
BDEC icon

Fidelity Investments’s Innovator US Equity Buffer ETF December BDEC Stock Holding History

Fidelity Investments’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
2023
Q4 		– Sell
-3
Closed -$105 – 5436
2023
Q3 		$105 Buy
+3
New +$109 ﹤0.01% 4847

Other funds holding BDEC

BIM
Bullseye Investment Management Cincinnati, Ohio $203M AUM 11% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
W
Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
MPCL
My Personal CFO LLC Vancouver, Washington $256M AUM 22.12% 1-Year Est. Return

Fidelity Investments's BDEC Position: Q4 2023 in Review

Fidelity Investments sold out of Innovator US Equity Buffer ETF December (BDEC) in Q4 2023, closing a stake of 3 shares — an estimated $105 sold.

Fidelity Investments first reported a position in BDEC in Q3 2023 and held it in 1 quarter. The position peaked at $105 in Q3 2023. 83 funds tracked by Wall St. Rank hold BDEC as of Q4 2023.

  • Fidelity Investments reported no remaining Innovator US Equity Buffer ETF December position as of Q4 2023 after selling out during the quarter.
  • Fidelity Investments sold 3 Innovator US Equity Buffer ETF December shares in Q4 2023, an estimated $105.
  • Fidelity Investments first reported a position in Innovator US Equity Buffer ETF December in Q3 2023 and held it in 1 quarter.
  • Fidelity Investments's Innovator US Equity Buffer ETF December position peaked at $105 in Q3 2023.
  • 83 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF December as of Q4 2023.

Based on Fidelity Investments's 13F filing for Q4 2023, filed 13 Feb 2024.