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Long Island Wealth Management’s Innovator US Equity Buffer ETF December BDEC Stock Holding History

Long Island 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
2024
Q1 		– Sell
-302
Closed -$12K – 109
2023
Q4 		$12K Buy
+302
New +$10.9K 0.01% 190

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CA
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MPCL
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Long Island Wealth Management's BDEC Position: Q1 2024 in Review

Long Island Wealth Management sold out of Innovator US Equity Buffer ETF December (BDEC) in Q1 2024, closing a stake of 302 shares — an estimated $12K sold.

Long Island Wealth Management first reported a position in BDEC in Q4 2023 and held it in 1 quarter. The position peaked at $12K in Q4 2023. 89 funds tracked by Wall St. Rank hold BDEC as of Q1 2024.

  • Long Island Wealth Management reported no remaining Innovator US Equity Buffer ETF December position as of Q1 2024 after selling out during the quarter.
  • Long Island Wealth Management sold 302 Innovator US Equity Buffer ETF December shares in Q1 2024, an estimated $12K.
  • Long Island Wealth Management first reported a position in Innovator US Equity Buffer ETF December in Q4 2023 and held it in 1 quarter.
  • Long Island Wealth Management's Innovator US Equity Buffer ETF December position peaked at $12K in Q4 2023.
  • 89 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF December as of Q1 2024.

Based on Long Island Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.