Merit Financial Group
BDEC icon

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

Merit 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
Q3 		$366K Buy
6,689
+2,777
+71% +$150K ﹤0.01% 1774
2026
Q2 		$208K Buy
+3,912
New +$203K ﹤0.01% 2092

Other funds holding BDEC

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Commonwealth Equity Services
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Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
My Personal CFO LLC
My Personal CFO LLC Vancouver, Washington $279M AUM 23.15% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.6B AUM 22.09% 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
NovaPoint Capital
NovaPoint Capital Atlanta, Georgia $464M AUM 20.03% 1-Year Est. Return

Merit Financial Group's BDEC Position: Q3 2026 in Review

Merit Financial Group increased its Innovator US Equity Buffer ETF December (BDEC) stake by 71% in Q3 2026, buying an estimated $150K and bringing the position to 6,689 shares worth $366K. The position accounts for ﹤0.01% of the portfolio, ranked #1774.

Merit Financial Group first reported a position in BDEC in Q2 2026 and has held it in 2 quarters since. 91 funds tracked by Wall St. Rank hold BDEC as of Q3 2026.

  • Merit Financial Group held 6,689 shares of Innovator US Equity Buffer ETF December worth $366K as of Q3 2026.
  • Merit Financial Group bought 2,777 Innovator US Equity Buffer ETF December shares in Q3 2026, an estimated $150K.
  • Innovator US Equity Buffer ETF December made up ﹤0.01% of Merit Financial Group's portfolio in Q3 2026, its #1774 holding.
  • Merit Financial Group first reported a position in Innovator US Equity Buffer ETF December in Q2 2026 and has held it in 2 quarters since.
  • 91 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF December as of Q3 2026.

Based on Merit Financial Group's 13F filing for Q3 2026, filed 6 Nov 2026.