Pinnacle Wealth Planning Services’s Innovator US Equity Buffer ETF December BDEC Stock Holding History

Pinnacle Wealth Planning 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 Q1	$131K	Hold	2,732	–	–	0.01%	660
2025 Q4	$135K	Buy	+2,732	New	+$133K	0.01%	629

Other funds holding BDEC

BCM

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

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Pinnacle Wealth Planning Services's BDEC Position: Q1 2026 in Review

Pinnacle Wealth Planning Services held its Innovator US Equity Buffer ETF December (BDEC) position steady in Q1 2026 at 2,732 shares worth $131K. The position accounts for 0.01% of the portfolio, ranked #660.

Pinnacle Wealth Planning Services first reported a position in BDEC in Q4 2025 and has held it in 2 quarters since. The position peaked at $135K in Q4 2025. 110 funds tracked by Wall St. Rank hold BDEC as of Q1 2026.

Pinnacle Wealth Planning Services held 2,732 shares of Innovator US Equity Buffer ETF December worth $131K as of Q1 2026.
Pinnacle Wealth Planning Services left its Innovator US Equity Buffer ETF December share count unchanged in Q1 2026.
Innovator US Equity Buffer ETF December made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #660 holding.
Pinnacle Wealth Planning Services first reported a position in Innovator US Equity Buffer ETF December in Q4 2025 and has held it in 2 quarters since.
Pinnacle Wealth Planning Services's Innovator US Equity Buffer ETF December position peaked at $135K in Q4 2025.
110 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF December as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.