Foundations Investment Advisors’s Innovator US Equity Buffer ETF December BDEC Stock Holding History

Foundations Investment 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 Q1	$222K	Buy	+4,617	New	+$228K	﹤0.01%	1066
2025 Q4	–	Sell	-4,700	Closed	-$225K	–	1114
2025 Q3	$225K	Sell	4,700 -5,222	-53%	-$242K	﹤0.01%	960
2025 Q2	$448K	Buy	+9,922	New	+$422K	0.01%	620
2024 Q1	–	Sell	-15,885	Closed	-$622K	–	706
2023 Q4	$622K	Sell	15,885 -2,135	-12%	-$77.4K	0.02%	391
2023 Q3	$630K	Buy	+18,020	New	+$653K	0.02%	348

Other funds holding BDEC

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Foundations Investment Advisors's BDEC Position: Q1 2026 in Review

Foundations Investment Advisors opened a new position in Innovator US Equity Buffer ETF December (BDEC) in Q1 2026: 4,617 shares worth $222K. The stake represents ﹤0.01% of the portfolio and ranks #1066 among its holdings. This is a return to the name: Foundations Investment Advisors previously reported a position in BDEC as recently as Q3 2025.

Foundations Investment Advisors first reported a position in BDEC in Q3 2023 and has held it in 5 quarters since. The position peaked at $630K in Q3 2023. 110 funds tracked by Wall St. Rank hold BDEC as of Q1 2026.

Foundations Investment Advisors held 4,617 shares of Innovator US Equity Buffer ETF December worth $222K as of Q1 2026.
Innovator US Equity Buffer ETF December was a new Foundations Investment Advisors position in Q1 2026.
Innovator US Equity Buffer ETF December made up ﹤0.01% of Foundations Investment Advisors's portfolio in Q1 2026, its #1066 holding.
Foundations Investment Advisors first reported a position in Innovator US Equity Buffer ETF December in Q3 2023 and has held it in 5 quarters since.
Foundations Investment Advisors's Innovator US Equity Buffer ETF December position peaked at $630K in Q3 2023.
110 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF December as of Q1 2026.

Based on Foundations Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.