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Hoover Financial Advisors’s Innovator US Equity Buffer ETF December BDEC Stock Holding History

Hoover Financial 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
2021
Q2 		$160K Hold
4,812
– – 0.03% 157
2021
Q1 		$156K Hold
4,812
– – 0.03% 151
2020
Q4 		$148K Buy
+4,812
New +$141K 0.04% 134

Other funds holding BDEC

Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
W
Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return
BMM
Berkshire Money Management Dalton, Massachusetts $1.09B AUM 20.64% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BA
Bellwether Advisors Lincoln, Nebraska $590M AUM 35.66% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Hoover Financial Advisors's BDEC Position: Q2 2021 in Review

Hoover Financial Advisors held its Innovator US Equity Buffer ETF December (BDEC) position steady in Q2 2021 at 4,812 shares worth $160K. The position accounts for 0.03% of the portfolio, ranked #157.

Hoover Financial Advisors first reported a position in BDEC in Q4 2020 and has held it in 3 quarters since. 43 funds tracked by Wall St. Rank hold BDEC as of Q2 2021.

  • Hoover Financial Advisors held 4,812 shares of Innovator US Equity Buffer ETF December worth $160K as of Q2 2021.
  • Hoover Financial Advisors left its Innovator US Equity Buffer ETF December share count unchanged in Q2 2021.
  • Innovator US Equity Buffer ETF December made up 0.03% of Hoover Financial Advisors's portfolio in Q2 2021, its #157 holding.
  • Hoover Financial Advisors first reported a position in Innovator US Equity Buffer ETF December in Q4 2020 and has held it in 3 quarters since.
  • 43 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF December as of Q2 2021.

Based on Hoover Financial Advisors's 13F filing for Q2 2021, filed 28 Jul 2021.