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 $9.99B AUM 23.61% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return

MPCL

My Personal CFO LLC Vancouver, Washington $256M AUM 22.12% 1-Year Est. Return

Nations Financial Group's BDEC Position: Q4 2024 in Review

Nations Financial Group sold out of Innovator US Equity Buffer ETF December (BDEC) in Q4 2024, closing a stake of 5,488 shares — an estimated $236K sold.

Nations Financial Group first reported a position in BDEC in Q4 2022 and held it in 8 quarters. The position peaked at $386K in Q4 2023. 93 funds tracked by Wall St. Rank hold BDEC as of Q4 2024.

Nations Financial Group reported no remaining Innovator US Equity Buffer ETF December position as of Q4 2024 after selling out during the quarter.
Nations Financial Group sold 5,488 Innovator US Equity Buffer ETF December shares in Q4 2024, an estimated $236K.
Nations Financial Group first reported a position in Innovator US Equity Buffer ETF December in Q4 2022 and held it in 8 quarters.
Nations Financial Group's Innovator US Equity Buffer ETF December position peaked at $386K in Q4 2023.
93 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF December as of Q4 2024.

Based on Nations Financial Group's 13F filing for Q4 2024, filed 30 Jan 2025.