GFG
BDEC icon

Grantvest Financial Group’s Innovator US Equity Buffer ETF December BDEC Stock Holding History

Grantvest Financial Group’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 		$289K Hold
6,015
– – 0.19% 131
2025
Q4 		$298K Buy
6,015
+1,696
+39% +$82.6K 0.19% 125
2025
Q3 		$207K Buy
+4,319
New +$200K 0.14% 148

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
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Raymond James Financial
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
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Grantvest Financial Group's BDEC Position: Q1 2026 in Review

Grantvest Financial Group held its Innovator US Equity Buffer ETF December (BDEC) position steady in Q1 2026 at 6,015 shares worth $289K. The position accounts for 0.19% of the portfolio, ranked #131.

Grantvest Financial Group first reported a position in BDEC in Q3 2025 and has held it in 3 quarters since. The position peaked at $298K in Q4 2025. 110 funds tracked by Wall St. Rank hold BDEC as of Q1 2026.

  • Grantvest Financial Group held 6,015 shares of Innovator US Equity Buffer ETF December worth $289K as of Q1 2026.
  • Grantvest Financial Group left its Innovator US Equity Buffer ETF December share count unchanged in Q1 2026.
  • Innovator US Equity Buffer ETF December made up 0.19% of Grantvest Financial Group's portfolio in Q1 2026, its #131 holding.
  • Grantvest Financial Group first reported a position in Innovator US Equity Buffer ETF December in Q3 2025 and has held it in 3 quarters since.
  • Grantvest Financial Group's Innovator US Equity Buffer ETF December position peaked at $298K in Q4 2025.
  • 110 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF December as of Q1 2026.

Based on Grantvest Financial Group's 13F filing for Q1 2026, filed 11 May 2026.