IFP Advisors
BDEC icon

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

IFP 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
Q3 		$360K Buy
6,596
+315
+5% +$17K 0.01% 1223
2026
Q2 		$334K Sell
6,281
-100
-2% -$5.19K 0.01% 1236
2026
Q1 		$306K Sell
6,381
-200
-3% -$9.89K 0.01% 1183
2025
Q4 		$326K Buy
6,581
+1,107
+20% +$53.9K 0.01% 1123
2025
Q3 		$262K Sell
5,474
-1,000
-15% -$46.4K 0.01% 1163
2025
Q2 		$292K Buy
6,474
+61
+1% +$2.59K 0.01% 1072
2025
Q1 		$268K Buy
6,413
+555
+9% +$24K 0.01% 1038
2024
Q4 		$253K Buy
5,858
+1,270
+28% +$55.2K 0.01% 1023
2024
Q3 		$198K Hold
4,588
– – 0.01% 1096
2024
Q2 		$192K Hold
4,588
– – 0.01% 1064
2024
Q1 		$186K Hold
4,588
– – 0.01% 1031
2023
Q4 		$175K Buy
4,588
+1,343
+41% +$48.7K 0.01% 1006
2023
Q3 		$113K Sell
3,245
-700
-18% -$25.4K 0.01% 1196
2023
Q2 		$143K Sell
3,945
-350
-8% -$12.1K 0.01% 1173
2023
Q1 		$113K Sell
4,295
-4,591
-52% -$152K ﹤0.01% 1196
2022
Q4 		$234K Sell
8,886
-141
-2% -$4.46K 0.01% 1279
2022
Q3 		$238K Hold
9,027
– – 0.01% 1305
2022
Q2 		$238K Hold
9,027
– – 0.01% 1187
2022
Q1 		$238K Buy
9,027
+4,633
+105% +$156K 0.01% 1187
2021
Q4 		$156K Buy
4,394
+441
+11% +$15.1K ﹤0.01% 1072
2021
Q3 		$133K Hold
3,953
– – ﹤0.01% 1157
2021
Q2 		$133K Sell
3,953
-8
-0.2% -$261 ﹤0.01% 1100
2021
Q1 		$126K Sell
3,961
-10,705
-73% -$332K ﹤0.01% 1058
2020
Q4 		$447K Sell
14,666
-135,325
-90% -$3.96M 0.02% 542
2020
Q3 		$4.21M Buy
149,991
+10,294
+7% +$285K 0.25% 78
2020
Q2 		$3.64M Buy
139,697
+137,836
+7,407% +$3.49M 0.29% 74
2020
Q1 		$43K Buy
+1,861
New +$48.1K ﹤0.01% 1185

Other funds holding BDEC

MPCL
My Personal CFO LLC Vancouver, Washington $279M AUM 23.15% 1-Year Est. Return
TWM
TopTier Wealth Management Muskego, Wisconsin $171M AUM 14.02% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return
LF
Lantz Financial Naperville, Illinois $549M AUM 18.02% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $544M AUM 17.34% 1-Year Est. Return
MAM
Milestone Asset Management Pittsburgh, Pennsylvania $631M AUM 19.64% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
PIAS
PCA Investment Advisory Services Cincinnati, Ohio $368M AUM 14.36% 1-Year Est. Return
Dynamic Advisor Solutions
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

IFP Advisors's BDEC Position: Q3 2026 in Review

IFP Advisors increased its Innovator US Equity Buffer ETF December (BDEC) stake by 5% in Q3 2026, buying an estimated $17K and bringing the position to 6,596 shares worth $360K. The position accounts for 0.01% of the portfolio, ranked #1223.

IFP Advisors first reported a position in BDEC in Q1 2020 and has held it in 27 quarters since. The position peaked at $4.21M in Q3 2020. 22 funds tracked by Wall St. Rank hold BDEC as of Q3 2026.

  • IFP Advisors held 6,596 shares of Innovator US Equity Buffer ETF December worth $360K as of Q3 2026.
  • IFP Advisors bought 315 Innovator US Equity Buffer ETF December shares in Q3 2026, an estimated $17K.
  • Innovator US Equity Buffer ETF December made up 0.01% of IFP Advisors's portfolio in Q3 2026, its #1223 holding.
  • IFP Advisors first reported a position in Innovator US Equity Buffer ETF December in Q1 2020 and has held it in 27 quarters since.
  • IFP Advisors's Innovator US Equity Buffer ETF December position peaked at $4.21M in Q3 2020.
  • 22 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF December as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.