NFG
BDEC icon

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

Nations 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
2024
Q4 		– Sell
-5,488
Closed -$236K – 670
2024
Q3 		$236K Sell
5,488
-5
-0.1% -$211 0.02% 612
2024
Q2 		$230K Hold
5,493
– – 0.02% 585
2024
Q1 		$223K Sell
5,493
-4,607
-46% -$182K 0.02% 579
2023
Q4 		$386K Buy
10,100
+405
+4% +$14.7K 0.04% 457
2023
Q3 		$339K Hold
9,695
– – 0.03% 469
2023
Q2 		$351K Hold
9,695
– – 0.03% 459
2023
Q1 		$328K Hold
9,695
– – 0.03% 467
2022
Q4 		$309K Buy
+9,695
New +$307K 0.03% 467

Other funds holding BDEC

SCA
Stuart Chaussee & Associates Palos Verdes Estates, California $458M AUM 15.9% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.5B AUM 21.68% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
MPCL
My Personal CFO LLC Vancouver, Washington $228M AUM 14.34% 1-Year Est. Return