SageView Advisory Group’s Innovator US Equity Buffer ETF December BDEC Stock Holding History

SageView Advisory 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 Q2	$296K	Hold	5,555	–	–	0.01%	499
2026 Q1	$267K	Hold	5,555	–	–	0.01%	499
2025 Q4	$275K	Hold	5,555	–	–	0.01%	510
2025 Q3	$266K	Hold	5,555	–	–	0.01%	551
2025 Q2	$256K	Buy	+5,555	New	+$236K	0.01%	537

Other funds holding BDEC

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return

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 Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SageView Advisory Group's BDEC Position: Q2 2026 in Review

SageView Advisory Group held its Innovator US Equity Buffer ETF December (BDEC) position steady in Q2 2026 at 5,555 shares worth $296K. The position accounts for 0.01% of the portfolio, ranked #499.

SageView Advisory Group first reported a position in BDEC in Q2 2025 and has held it in 5 quarters since. 120 funds tracked by Wall St. Rank hold BDEC as of Q2 2026.

SageView Advisory Group held 5,555 shares of Innovator US Equity Buffer ETF December worth $296K as of Q2 2026.
SageView Advisory Group left its Innovator US Equity Buffer ETF December share count unchanged in Q2 2026.
Innovator US Equity Buffer ETF December made up 0.01% of SageView Advisory Group's portfolio in Q2 2026, its #499 holding.
SageView Advisory Group first reported a position in Innovator US Equity Buffer ETF December in Q2 2025 and has held it in 5 quarters since.
120 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF December as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.