Pinnacle Wealth Management Group’s Innovator US Equity Buffer ETF December BDEC Stock Holding History

Pinnacle Wealth Management 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
2026 Q3	$492K	Hold	9,000	–	–	0.23%	75
2026 Q2	$479K	Hold	9,000	–	–	0.22%	78
2026 Q1	$432K	Hold	9,000	–	–	0.21%	84
2025 Q4	$446K	Buy	9,000 +1,700	+23%	+$82.8K	0.22%	75
2025 Q3	$350K	Hold	7,300	–	–	0.18%	85
2025 Q2	$330K	Sell	7,300 -330	-4%	-$14K	0.19%	87
2025 Q1	$319K	Buy	+7,630	New	+$330K	0.22%	76

Other funds holding BDEC

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

My Personal CFO LLC Vancouver, Washington $279M AUM 23.15% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

William Blair & Company Chicago, Illinois $38.6B AUM 22.09% 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

NovaPoint Capital Atlanta, Georgia $464M AUM 20.03% 1-Year Est. Return

Pinnacle Wealth Management Group's BDEC Position: Q3 2026 in Review

Pinnacle Wealth Management Group held its Innovator US Equity Buffer ETF December (BDEC) position steady in Q3 2026 at 9,000 shares worth $492K. The position accounts for 0.23% of the portfolio, ranked #75.

Pinnacle Wealth Management Group first reported a position in BDEC in Q1 2025 and has held it in 7 quarters since. 96 funds tracked by Wall St. Rank hold BDEC as of Q3 2026.

Pinnacle Wealth Management Group held 9,000 shares of Innovator US Equity Buffer ETF December worth $492K as of Q3 2026.
Pinnacle Wealth Management Group left its Innovator US Equity Buffer ETF December share count unchanged in Q3 2026.
Innovator US Equity Buffer ETF December made up 0.23% of Pinnacle Wealth Management Group's portfolio in Q3 2026, its #75 holding.
Pinnacle Wealth Management Group first reported a position in Innovator US Equity Buffer ETF December in Q1 2025 and has held it in 7 quarters since.
96 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF December as of Q3 2026.

Based on Pinnacle Wealth Management Group's 13F filing for Q3 2026, filed 15 Oct 2026.