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 Q2	$226K	Sell	4,252 -365	-8%	-$18.9K	﹤0.01%	1089
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

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 22.96% 1-Year Est. Return

Foundations Investment Advisors's BDEC Position: Q2 2026 in Review

Foundations Investment Advisors reduced its Innovator US Equity Buffer ETF December (BDEC) stake by 7.9% in Q2 2026, selling an estimated $18.9K and leaving 4,252 shares worth $226K. The position accounts for ﹤0.01% of the portfolio, ranked #1089.

Foundations Investment Advisors first reported a position in BDEC in Q3 2023 and has held it in 6 quarters since. The position peaked at $630K in Q3 2023. 120 funds tracked by Wall St. Rank hold BDEC as of Q2 2026.

Foundations Investment Advisors held 4,252 shares of Innovator US Equity Buffer ETF December worth $226K as of Q2 2026.
Foundations Investment Advisors sold 365 Innovator US Equity Buffer ETF December shares in Q2 2026, an estimated $18.9K.
Innovator US Equity Buffer ETF December made up ﹤0.01% of Foundations Investment Advisors's portfolio in Q2 2026, its #1089 holding.
Foundations Investment Advisors first reported a position in Innovator US Equity Buffer ETF December in Q3 2023 and has held it in 6 quarters since.
Foundations Investment Advisors's Innovator US Equity Buffer ETF December position peaked at $630K in Q3 2023.
120 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF December as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.