PCA Investment Advisory Services’s Innovator US Equity Buffer ETF December BDEC Stock Holding History

PCA Investment Advisory Services’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 Q2	$660K	Sell	12,414 -2,214	-15%	-$115K	0.18%	53
2026 Q1	$702K	Buy	14,628 +1	+0%	+$49	0.23%	49
2025 Q4	$725K	Sell	14,627 -3,130	-18%	-$153K	0.25%	48
2025 Q3	$851K	Sell	17,757 -100	-0.6%	-$4.64K	0.31%	41
2025 Q2	$806K	Buy	17,857 +190	+1%	+$8.08K	0.34%	40
2025 Q1	$739K	Buy	17,667 +200	+1%	+$8.64K	0.39%	37
2024 Q4	$753K	Buy	17,467 +200	+1%	+$8.7K	0.35%	43
2024 Q3	$744K	Sell	17,267 -200	-1%	-$8.46K	0.35%	44
2024 Q2	$732K	Sell	17,467 -300	-2%	-$12.3K	0.38%	42
2024 Q1	$721K	Buy	17,767 +149	+0.8%	+$5.88K	0.41%	42
2023 Q4	$674K	Buy	17,618 +5,513	+46%	+$200K	0.45%	40
2023 Q3	$423K	Hold	12,105	–	–	0.3%	56
2023 Q2	$439K	Sell	12,105 -180	-1%	-$6.21K	0.26%	56
2023 Q1	$416K	Buy	+12,285	New	+$406K	0.29%	61

Other funds holding BDEC

PCM

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

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

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

CAM

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

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PCA Investment Advisory Services's BDEC Position: Q2 2026 in Review

PCA Investment Advisory Services reduced its Innovator US Equity Buffer ETF December (BDEC) stake by 15% in Q2 2026, selling an estimated $115K and leaving 12,414 shares worth $660K. The position accounts for 0.18% of the portfolio, ranked #53.

PCA Investment Advisory Services first reported a position in BDEC in Q1 2023 and has held it in 14 quarters since. The position peaked at $851K in Q3 2025. 120 funds tracked by Wall St. Rank hold BDEC as of Q2 2026.

PCA Investment Advisory Services held 12,414 shares of Innovator US Equity Buffer ETF December worth $660K as of Q2 2026.
PCA Investment Advisory Services sold 2,214 Innovator US Equity Buffer ETF December shares in Q2 2026, an estimated $115K.
Innovator US Equity Buffer ETF December made up 0.18% of PCA Investment Advisory Services's portfolio in Q2 2026, its #53 holding.
PCA Investment Advisory Services first reported a position in Innovator US Equity Buffer ETF December in Q1 2023 and has held it in 14 quarters since.
PCA Investment Advisory Services's Innovator US Equity Buffer ETF December position peaked at $851K in Q3 2025.
120 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF December as of Q2 2026.

Based on PCA Investment Advisory Services's 13F filing for Q2 2026, filed 27 Jul 2026.