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Retirement Planning Group (Kansas)’s Innovator US Equity Buffer ETF December BDEC Stock Holding History

Retirement Planning Group (Kansas)’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
2022
Q2 		– Sell
-59,952
Closed -$2.05M – 112
2022
Q1 		$2.05M Hold
59,952
– – 0.22% 33
2021
Q4 		$2.11M Buy
+59,952
New +$2.05M 0.2% 29

Other funds holding BDEC

W
Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
BA
Bellwether Advisors Lincoln, Nebraska $675M AUM 42.06% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
BCM
Beck Capital Management Austin, Texas $543M AUM 83.77% 1-Year Est. Return

Retirement Planning Group (Kansas)'s BDEC Position: Q2 2022 in Review

Retirement Planning Group (Kansas) sold out of Innovator US Equity Buffer ETF December (BDEC) in Q2 2022, closing a stake of 59,952 shares — an estimated $2.05M sold.

Retirement Planning Group (Kansas) first reported a position in BDEC in Q4 2021 and held it in 2 quarters. The position peaked at $2.11M in Q4 2021. 43 funds tracked by Wall St. Rank hold BDEC as of Q2 2022.

  • Retirement Planning Group (Kansas) reported no remaining Innovator US Equity Buffer ETF December position as of Q2 2022 after selling out during the quarter.
  • Retirement Planning Group (Kansas) sold 59,952 Innovator US Equity Buffer ETF December shares in Q2 2022, an estimated $2.05M.
  • Retirement Planning Group (Kansas) first reported a position in Innovator US Equity Buffer ETF December in Q4 2021 and held it in 2 quarters.
  • Retirement Planning Group (Kansas)'s Innovator US Equity Buffer ETF December position peaked at $2.11M in Q4 2021.
  • 43 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF December as of Q2 2022.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q2 2022, filed 13 Jul 2022.