My Personal CFO LLC’s Innovator US Equity Buffer ETF December BDEC Stock Holding History

My Personal CFO LLC’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	$3.46M	Sell	63,385 -456	-0.7%	-$24.7K	1.24%	19
2026 Q2	$3.4M	Sell	63,841 -2,340	-4%	-$121K	1.33%	16
2026 Q1	$3.18M	Sell	66,181 -8,195	-11%	-$405K	1.39%	17
2025 Q4	$3.69M	Buy	+74,376	New	+$3.62M	1.54%	15
2025 Q3	–	Sell	-74,373	Closed	-$3.36M	–	101
2025 Q2	$3.36M	Buy	74,373 +42	+0.1%	+$1.79K	1.53%	16
2025 Q1	$3.11M	Sell	74,331 -5	-0%	-$216	1.57%	16
2024 Q4	$3.2M	Buy	74,336 +7,356	+11%	+$320K	1.64%	15
2024 Q3	$2.89M	Sell	66,980 -1,500	-2%	-$63.4K	1.58%	16
2024 Q2	$2.87M	Sell	68,480 -1,200	-2%	-$49K	1.53%	15
2024 Q1	$2.83M	Hold	69,680	–	–	1.63%	13
2023 Q4	$2.67M	Buy	69,680 +17,040	+32%	+$617K	1.74%	12
2023 Q3	$1.84M	Sell	52,640 -3,000	-5%	-$109K	1.49%	19
2023 Q2	$2.02M	Hold	55,640	–	–	1.58%	17
2023 Q1	$1.88M	Buy	55,640 +33,019	+146%	+$1.09M	1.61%	18
2022 Q4	$1.4M	Buy	+22,621	New	+$716K	1.29%	18

Other funds holding BDEC

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

William Blair & Company Chicago, Illinois $38.6B AUM 22.09% 1-Year Est. Return

TopTier Wealth Management Muskego, Wisconsin $171M AUM 14.02% 1-Year Est. Return

Chris Bulman Roseville, California $285M AUM 15.3% 1-Year Est. Return

NovaPoint Capital Atlanta, Georgia $464M AUM 20.03% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Strategic Blueprint Atlanta, Georgia $2.04B AUM 19.27% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

My Personal CFO LLC's BDEC Position: Q3 2026 in Review

My Personal CFO LLC reduced its Innovator US Equity Buffer ETF December (BDEC) stake by 0.71% in Q3 2026, selling an estimated $24.7K and leaving 63,385 shares worth $3.46M. The position accounts for 1.24% of the portfolio, ranked #19.

My Personal CFO LLC first reported a position in BDEC in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.69M in Q4 2025. 77 funds tracked by Wall St. Rank hold BDEC as of Q3 2026.

My Personal CFO LLC held 63,385 shares of Innovator US Equity Buffer ETF December worth $3.46M as of Q3 2026.
My Personal CFO LLC sold 456 Innovator US Equity Buffer ETF December shares in Q3 2026, an estimated $24.7K.
Innovator US Equity Buffer ETF December made up 1.24% of My Personal CFO LLC's portfolio in Q3 2026, its #19 holding.
My Personal CFO LLC first reported a position in Innovator US Equity Buffer ETF December in Q4 2022 and has held it in 15 quarters since.
My Personal CFO LLC's Innovator US Equity Buffer ETF December position peaked at $3.69M in Q4 2025.
77 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF December as of Q3 2026.

Based on My Personal CFO LLC's 13F filing for Q3 2026, filed 14 Oct 2026.