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Sagespring Wealth Partners’s Innovator US Equity Buffer ETF December BDEC Stock Holding History

Sagespring Wealth Partners’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 		$1.19M Hold
22,332
– – 0.02% 307
2026
Q1 		$1.07M Hold
22,332
– – 0.02% 306
2025
Q4 		$1.11M Buy
+22,332
New +$1.09M 0.02% 290

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Lido Advisors
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
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MPCL
My Personal CFO LLC Vancouver, Washington $256M AUM 22.12% 1-Year Est. Return
TWM
TopTier Wealth Management Muskego, Wisconsin $166M AUM
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
CB
Chris Bulman Roseville, California $274M AUM 22.07% 1-Year Est. Return
NC
NovaPoint Capital Atlanta, Georgia $481M AUM 32.01% 1-Year Est. Return

Sagespring Wealth Partners's BDEC Position: Q2 2026 in Review

Sagespring Wealth Partners held its Innovator US Equity Buffer ETF December (BDEC) position steady in Q2 2026 at 22,332 shares worth $1.19M. The position accounts for 0.02% of the portfolio, ranked #307.

Sagespring Wealth Partners first reported a position in BDEC in Q4 2025 and has held it in 3 quarters since. 80 funds tracked by Wall St. Rank hold BDEC as of Q2 2026.

  • Sagespring Wealth Partners held 22,332 shares of Innovator US Equity Buffer ETF December worth $1.19M as of Q2 2026.
  • Sagespring Wealth Partners left its Innovator US Equity Buffer ETF December share count unchanged in Q2 2026.
  • Innovator US Equity Buffer ETF December made up 0.02% of Sagespring Wealth Partners's portfolio in Q2 2026, its #307 holding.
  • Sagespring Wealth Partners first reported a position in Innovator US Equity Buffer ETF December in Q4 2025 and has held it in 3 quarters since.
  • 80 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF December as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.