NovaPoint Capital’s Innovator US Equity Buffer ETF December BDEC Stock Holding History

NovaPoint Capital’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	$2.31M	Sell	42,288 -840	-2%	-$45.4K	0.5%	55
2026 Q2	$2.29M	Sell	43,128 -5,401	-11%	-$280K	0.48%	56
2026 Q1	$2.33M	Buy	48,529 +140	+0.3%	+$6.92K	0.58%	53
2025 Q4	$2.4M	Sell	48,389 -2,752	-5%	-$134K	0.62%	53
2025 Q3	$2.45M	Buy	51,141 +880	+2%	+$40.8K	0.6%	54
2025 Q2	$2.27M	Sell	50,261 -455	-0.9%	-$19.3K	0.7%	55
2025 Q1	$2.12M	Sell	50,716 -4,459	-8%	-$193K	0.65%	52
2024 Q4	$2.38M	Buy	+55,175	New	+$2.4M	0.73%	51

Other funds holding BDEC

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

My Personal CFO LLC Vancouver, Washington $279M AUM 23.15% 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

Strategic Blueprint Atlanta, Georgia $2.04B AUM 19.28% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return

Lantz Financial Naperville, Illinois $549M AUM 18.02% 1-Year Est. Return

WealthPLAN Partners Omaha, Nebraska $544M AUM 17.34% 1-Year Est. Return

MAM

Milestone Asset Management Pittsburgh, Pennsylvania $631M AUM 19.95% 1-Year Est. Return

NovaPoint Capital's BDEC Position: Q3 2026 in Review

NovaPoint Capital reduced its Innovator US Equity Buffer ETF December (BDEC) stake by 1.9% in Q3 2026, selling an estimated $45.4K and leaving 42,288 shares worth $2.31M. The position accounts for 0.5% of the portfolio, ranked #55.

NovaPoint Capital first reported a position in BDEC in Q4 2024 and has held it in 8 quarters since. The position peaked at $2.45M in Q3 2025. 31 funds tracked by Wall St. Rank hold BDEC as of Q3 2026.

NovaPoint Capital held 42,288 shares of Innovator US Equity Buffer ETF December worth $2.31M as of Q3 2026.
NovaPoint Capital sold 840 Innovator US Equity Buffer ETF December shares in Q3 2026, an estimated $45.4K.
Innovator US Equity Buffer ETF December made up 0.5% of NovaPoint Capital's portfolio in Q3 2026, its #55 holding.
NovaPoint Capital first reported a position in Innovator US Equity Buffer ETF December in Q4 2024 and has held it in 8 quarters since.
NovaPoint Capital's Innovator US Equity Buffer ETF December position peaked at $2.45M in Q3 2025.
31 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF December as of Q3 2026.

Based on NovaPoint Capital's 13F filing for Q3 2026, filed 22 Oct 2026.