NFG
BDEC icon

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

Next 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
2021
Q4 		$26K Hold
750
– – ﹤0.01% 1764
2021
Q3 		$25K Hold
750
– – ﹤0.01% 1707
2021
Q2 		$25K Hold
750
– – ﹤0.01% 1662
2021
Q1 		$24K Hold
750
– – ﹤0.01% 1567
2020
Q4 		$23K Buy
+750
New +$21.9K ﹤0.01% 1486

Other funds holding BDEC

W
Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
BA
Bellwether Advisors Lincoln, Nebraska $590M AUM 35.66% 1-Year Est. Return
BCM
Beck Capital Management Austin, Texas $437M AUM 59.35% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return

Next Financial Group's BDEC Position: Q4 2021 in Review

Next Financial Group held its Innovator US Equity Buffer ETF December (BDEC) position steady in Q4 2021 at 750 shares worth $26K. The position accounts for ﹤0.01% of the portfolio, ranked #1764.

Next Financial Group first reported a position in BDEC in Q4 2020 and has held it in 5 quarters since. 51 funds tracked by Wall St. Rank hold BDEC as of Q4 2021.

  • Next Financial Group held 750 shares of Innovator US Equity Buffer ETF December worth $26K as of Q4 2021.
  • Next Financial Group left its Innovator US Equity Buffer ETF December share count unchanged in Q4 2021.
  • Innovator US Equity Buffer ETF December made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1764 holding.
  • Next Financial Group first reported a position in Innovator US Equity Buffer ETF December in Q4 2020 and has held it in 5 quarters since.
  • 51 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF December as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.