JWM
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Jessup Wealth Management’s Innovator US Equity Buffer ETF December BDEC Stock Holding History

Jessup Wealth Management’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 		– Sell
-14
Closed -$706 – 107
2025
Q4 		$706 Buy
+14
New +$682 ﹤0.01% 350

Other funds holding BDEC

BCM
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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

Jessup Wealth Management's BDEC Position: Q1 2026 in Review

Jessup Wealth Management sold out of Innovator US Equity Buffer ETF December (BDEC) in Q1 2026, closing a stake of 14 shares — an estimated $706 sold.

Jessup Wealth Management first reported a position in BDEC in Q4 2025 and held it in 1 quarter. The position peaked at $706 in Q4 2025. 110 funds tracked by Wall St. Rank hold BDEC as of Q1 2026.

  • Jessup Wealth Management reported no remaining Innovator US Equity Buffer ETF December position as of Q1 2026 after selling out during the quarter.
  • Jessup Wealth Management sold 14 Innovator US Equity Buffer ETF December shares in Q1 2026, an estimated $706.
  • Jessup Wealth Management first reported a position in Innovator US Equity Buffer ETF December in Q4 2025 and held it in 1 quarter.
  • Jessup Wealth Management's Innovator US Equity Buffer ETF December position peaked at $706 in Q4 2025.
  • 110 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF December as of Q1 2026.

Based on Jessup Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.