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Financial Architects (New Jersey)’s Innovator US Equity Buffer ETF December BDEC Stock Holding History

Financial Architects (New Jersey)’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
Q2 		$623K Hold
17,193
– – 0.09% 185
2023
Q1 		$582K Hold
17,193
– – 0.09% 185
2022
Q4 		$549K Buy
+17,193
New +$544K 0.09% 198

Other funds holding BDEC

W
Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 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
BPA
Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return
MPCL
My Personal CFO LLC Vancouver, Washington $256M AUM 22.12% 1-Year Est. Return

Financial Architects (New Jersey)'s BDEC Position: Q2 2023 in Review

Financial Architects (New Jersey) held its Innovator US Equity Buffer ETF December (BDEC) position steady in Q2 2023 at 17,193 shares worth $623K. The position accounts for 0.09% of the portfolio, ranked #185.

Financial Architects (New Jersey) first reported a position in BDEC in Q4 2022 and has held it in 3 quarters since. 64 funds tracked by Wall St. Rank hold BDEC as of Q2 2023.

  • Financial Architects (New Jersey) held 17,193 shares of Innovator US Equity Buffer ETF December worth $623K as of Q2 2023.
  • Financial Architects (New Jersey) left its Innovator US Equity Buffer ETF December share count unchanged in Q2 2023.
  • Innovator US Equity Buffer ETF December made up 0.09% of Financial Architects (New Jersey)'s portfolio in Q2 2023, its #185 holding.
  • Financial Architects (New Jersey) first reported a position in Innovator US Equity Buffer ETF December in Q4 2022 and has held it in 3 quarters since.
  • 64 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF December as of Q2 2023.

Based on Financial Architects (New Jersey)'s 13F filing for Q2 2023, filed 10 Aug 2023.