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Parkside Investments’s Innovator US Equity Buffer ETF December BDEC Stock Holding History

Parkside Investments’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
2020
Q4 		– Sell
-26,250
Closed -$737K – 90
2020
Q3 		$737K Sell
26,250
-1,250
-5% -$34.6K 0.19% 77
2020
Q2 		$725K Buy
27,500
+17,500
+175% +$443K 0.19% 80
2020
Q1 		$231K Hold
10,000
– – 0.08% 93
2019
Q4 		$269K Buy
+10,000
New +$266K 0.07% 105

Other funds holding BDEC

RA
RiverTree Advisors Winter Park, Florida $169M AUM 10.14% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
PCS
Personal CFO Solutions Chester, New Jersey $692M AUM 32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
BMM
Berkshire Money Management Dalton, Massachusetts $1.09B AUM 20.64% 1-Year Est. Return
VWA
Visionary Wealth Advisors O'fallon, Illinois $2.53B AUM 24.4% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Parkside Investments's BDEC Position: Q4 2020 in Review

Parkside Investments sold out of Innovator US Equity Buffer ETF December (BDEC) in Q4 2020, closing a stake of 26,250 shares — an estimated $737K sold.

Parkside Investments first reported a position in BDEC in Q4 2019 and held it in 4 quarters. The position peaked at $737K in Q3 2020. 46 funds tracked by Wall St. Rank hold BDEC as of Q4 2020.

  • Parkside Investments reported no remaining Innovator US Equity Buffer ETF December position as of Q4 2020 after selling out during the quarter.
  • Parkside Investments sold 26,250 Innovator US Equity Buffer ETF December shares in Q4 2020, an estimated $737K.
  • Parkside Investments first reported a position in Innovator US Equity Buffer ETF December in Q4 2019 and held it in 4 quarters.
  • Parkside Investments's Innovator US Equity Buffer ETF December position peaked at $737K in Q3 2020.
  • 46 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF December as of Q4 2020.

Based on Parkside Investments's 13F filing for Q4 2020, filed 13 Jan 2021.