Lido Advisors
BDEC icon

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

Lido 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
Q2 		$4.96M Sell
93,163
-29,975
-24% -$1.56M 0.01% 504
2026
Q1 		$5.91M Sell
123,138
-900
-0.7% -$44.5K 0.02% 422
2025
Q4 		$6.15M Buy
+124,038
New +$6.04M 0.02% 408

Other funds holding BDEC

PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Raymond James Financial
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
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MPCL
My Personal CFO LLC Vancouver, Washington $256M AUM 22.12% 1-Year Est. Return

Lido Advisors's BDEC Position: Q2 2026 in Review

Lido Advisors reduced its Innovator US Equity Buffer ETF December (BDEC) stake by 24% in Q2 2026, selling an estimated $1.56M and leaving 93,163 shares worth $4.96M. The position accounts for 0.01% of the portfolio, ranked #504.

Lido Advisors first reported a position in BDEC in Q4 2025 and has held it in 3 quarters since. The position peaked at $6.15M in Q4 2025. 120 funds tracked by Wall St. Rank hold BDEC as of Q2 2026.

  • Lido Advisors held 93,163 shares of Innovator US Equity Buffer ETF December worth $4.96M as of Q2 2026.
  • Lido Advisors sold 29,975 Innovator US Equity Buffer ETF December shares in Q2 2026, an estimated $1.56M.
  • Innovator US Equity Buffer ETF December made up 0.01% of Lido Advisors's portfolio in Q2 2026, its #504 holding.
  • Lido Advisors first reported a position in Innovator US Equity Buffer ETF December in Q4 2025 and has held it in 3 quarters since.
  • Lido Advisors's Innovator US Equity Buffer ETF December position peaked at $6.15M in Q4 2025.
  • 120 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF December as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.