Lantz Financial
BDEC icon

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

Lantz Financial’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 		$1.2M Sell
22,032
-12
-0.1% -$649 0.22% 107
2026
Q2 		$1.17M Sell
22,044
-681
-3% -$35.3K 0.21% 113
2026
Q1 		$1.09M Buy
22,725
+6,197
+37% +$306K 0.23% 114
2025
Q4 		$819K Buy
16,528
+5,292
+47% +$258K 0.17% 126
2025
Q3 		$539K Sell
11,236
-404
-3% -$18.7K 0.12% 153
2025
Q2 		$526K Sell
11,640
-70
-0.6% -$2.98K 0.13% 140
2025
Q1 		$490K Hold
11,710
– – 0.13% 140
2024
Q4 		$505K Buy
11,710
+4,227
+56% +$184K 0.13% 138
2024
Q3 		$322K Hold
7,483
– – 0.09% 173
2024
Q2 		$314K Sell
7,483
-393
-5% -$16.1K 0.1% 163
2024
Q1 		$320K Sell
7,876
-6
-0.1% -$237 0.1% 158
2023
Q4 		$301K Buy
7,882
+269
+4% +$9.7K 0.11% 156
2023
Q3 		$266K Sell
7,613
-24
-0.3% -$870 0.11% 153
2023
Q2 		$277K Sell
7,637
-403
-5% -$13.9K 0.11% 154
2023
Q1 		$272K Hold
8,040
– – 0.11% 142
2022
Q4 		$257K Buy
+8,040
New +$255K 0.12% 147
2022
Q2 		– Sell
-6,708
Closed -$230K – 174
2022
Q1 		$230K Buy
+6,708
New +$226K 0.09% 155

Other funds holding BDEC

My Personal CFO LLC
My Personal CFO LLC Vancouver, Washington $279M AUM 23.15% 1-Year Est. Return
TopTier Wealth Management
TopTier Wealth Management Muskego, Wisconsin $171M AUM 14.02% 1-Year Est. Return
Chris Bulman
Chris Bulman Roseville, California $285M AUM 15.3% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
WealthPlan Investment Management
WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return
WealthPLAN Partners
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
PCA Investment Advisory Services
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

Lantz Financial's BDEC Position: Q3 2026 in Review

Lantz Financial reduced its Innovator US Equity Buffer ETF December (BDEC) stake by 0.05% in Q3 2026, selling an estimated $649 and leaving 22,032 shares worth $1.2M. The position accounts for 0.22% of the portfolio, ranked #107.

Lantz Financial first reported a position in BDEC in Q1 2022 and has held it in 17 quarters since. 26 funds tracked by Wall St. Rank hold BDEC as of Q3 2026.

  • Lantz Financial held 22,032 shares of Innovator US Equity Buffer ETF December worth $1.2M as of Q3 2026.
  • Lantz Financial sold 12 Innovator US Equity Buffer ETF December shares in Q3 2026, an estimated $649.
  • Innovator US Equity Buffer ETF December made up 0.22% of Lantz Financial's portfolio in Q3 2026, its #107 holding.
  • Lantz Financial first reported a position in Innovator US Equity Buffer ETF December in Q1 2022 and has held it in 17 quarters since.
  • 26 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF December as of Q3 2026.

Based on Lantz Financial's 13F filing for Q3 2026, filed 15 Oct 2026.