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

Larson 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 Q2	$5.16K	Sell	97 -43	-31%	-$2.23K	﹤0.01%	2762
2026 Q1	$6.72K	Hold	140	–	–	﹤0.01%	2460
2025 Q4	$6.94K	Hold	140	–	–	﹤0.01%	2320
2025 Q3	$6.71K	Sell	140 -234	-63%	-$10.9K	﹤0.01%	2233
2025 Q2	$16.9K	Hold	374	–	–	﹤0.01%	1560
2025 Q1	$15.7K	Hold	374	–	–	﹤0.01%	1453
2024 Q4	$16.1K	Hold	374	–	–	﹤0.01%	1294
2024 Q3	$16.1K	Sell	374 -172	-32%	-$7.28K	﹤0.01%	1294
2024 Q2	$22.9K	Sell	546 -3,030	-85%	-$124K	﹤0.01%	1015
2024 Q1	$145K	Hold	3,576	–	–	0.01%	476
2023 Q4	$137K	Sell	3,576 -168	-4%	-$6.09K	0.01%	428
2023 Q3	$131K	Hold	3,744	–	–	0.01%	405
2023 Q2	$136K	Sell	3,744 -773	-17%	-$26.7K	0.01%	384
2023 Q1	$153K	Buy	+4,517	New	+$149K	0.02%	355

Other funds holding BDEC

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Larson Financial Group's BDEC Position: Q2 2026 in Review

Larson Financial Group reduced its Innovator US Equity Buffer ETF December (BDEC) stake by 31% in Q2 2026, selling an estimated $2.23K and leaving 97 shares worth $5.16K. The position accounts for ﹤0.01% of the portfolio, ranked #2762.

Larson Financial Group first reported a position in BDEC in Q1 2023 and has held it in 14 quarters since. The position peaked at $153K in Q1 2023. 120 funds tracked by Wall St. Rank hold BDEC as of Q2 2026.

Larson Financial Group held 97 shares of Innovator US Equity Buffer ETF December worth $5.16K as of Q2 2026.
Larson Financial Group sold 43 Innovator US Equity Buffer ETF December shares in Q2 2026, an estimated $2.23K.
Innovator US Equity Buffer ETF December made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #2762 holding.
Larson Financial Group first reported a position in Innovator US Equity Buffer ETF December in Q1 2023 and has held it in 14 quarters since.
Larson Financial Group's Innovator US Equity Buffer ETF December position peaked at $153K in Q1 2023.
120 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF December as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.