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RiverTree Advisors’s Innovator US Equity Buffer ETF December BDEC Stock Holding History

RiverTree Advisors’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
2021
Q2 		– Sell
-184,604
Closed -$5.88M – 36
2021
Q1 		$5.88M Buy
184,604
+5,329
+3% +$165K 4.12% 11
2020
Q4 		$5.47M Buy
+179,275
New +$5.24M 4.37% 10

Other funds holding BDEC

Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
W
Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return
BMM
Berkshire Money Management Dalton, Massachusetts $1.09B AUM 20.64% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
BA
Bellwether Advisors Lincoln, Nebraska $675M AUM 42.06% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

RiverTree Advisors's BDEC Position: Q2 2021 in Review

RiverTree Advisors sold out of Innovator US Equity Buffer ETF December (BDEC) in Q2 2021, closing a stake of 184,604 shares — an estimated $5.88M sold.

RiverTree Advisors first reported a position in BDEC in Q4 2020 and held it in 2 quarters. The position peaked at $5.88M in Q1 2021. 43 funds tracked by Wall St. Rank hold BDEC as of Q2 2021.

  • RiverTree Advisors reported no remaining Innovator US Equity Buffer ETF December position as of Q2 2021 after selling out during the quarter.
  • RiverTree Advisors sold 184,604 Innovator US Equity Buffer ETF December shares in Q2 2021, an estimated $5.88M.
  • RiverTree Advisors first reported a position in Innovator US Equity Buffer ETF December in Q4 2020 and held it in 2 quarters.
  • RiverTree Advisors's Innovator US Equity Buffer ETF December position peaked at $5.88M in Q1 2021.
  • 43 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF December as of Q2 2021.

Based on RiverTree Advisors's 13F filing for Q2 2021, filed 10 Aug 2021.