Sigma Planning Corp’s Innovator US Equity Buffer ETF December BDEC Stock Holding History

Sigma Planning Corp’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	$525K	Sell	9,869 -754	-7%	-$39.1K	0.01%	894
2026 Q1	$510K	Sell	10,623 -42	-0.4%	-$2.08K	0.01%	825
2025 Q4	$529K	Buy	10,665 +243	+2%	+$11.8K	0.01%	777
2025 Q3	$500K	Sell	10,422 -1,741	-14%	-$80.8K	0.01%	816
2025 Q2	$549K	Sell	12,163 -316	-3%	-$13.4K	0.02%	746
2025 Q1	$522K	Buy	12,479 +237	+2%	+$10.2K	0.02%	722
2024 Q4	$528K	Sell	12,242 -3,011	-20%	-$131K	0.02%	725
2024 Q3	$657K	Sell	15,253 -771	-5%	-$32.6K	0.02%	640
2024 Q2	$672K	Sell	16,024 -3,664	-19%	-$150K	0.02%	611
2024 Q1	$799K	Buy	19,688 +10,190	+107%	+$402K	0.03%	578
2023 Q4	$363K	Sell	9,498 -4,026	-30%	-$146K	0.03%	571
2023 Q3	$473K	Sell	13,524 -644	-5%	-$23.4K	0.02%	746
2023 Q2	$513K	Sell	14,168 -2,673	-16%	-$92.2K	0.02%	724
2023 Q1	$570K	Buy	16,841 +7,048	+72%	+$233K	0.02%	746
2022 Q4	$313K	Buy	+9,793	New	+$310K	0.01%	948
2021 Q1	–	Sell	-8,942	Closed	-$273K	–	1333
2020 Q4	$273K	Buy	+8,942	New	+$262K	0.01%	952
2020 Q3	–	Sell	-62,919	Closed	-$1.66M	–	1067
2020 Q2	$1.66M	Buy	+62,919	New	+$1.59M	0.07%	273

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

Sigma Planning Corp's BDEC Position: Q2 2026 in Review

Sigma Planning Corp reduced its Innovator US Equity Buffer ETF December (BDEC) stake by 7.1% in Q2 2026, selling an estimated $39.1K and leaving 9,869 shares worth $525K. The position accounts for 0.01% of the portfolio, ranked #894.

Sigma Planning Corp first reported a position in BDEC in Q2 2020 and has held it in 17 quarters since. The position peaked at $1.66M in Q2 2020. 120 funds tracked by Wall St. Rank hold BDEC as of Q2 2026.

Sigma Planning Corp held 9,869 shares of Innovator US Equity Buffer ETF December worth $525K as of Q2 2026.
Sigma Planning Corp sold 754 Innovator US Equity Buffer ETF December shares in Q2 2026, an estimated $39.1K.
Innovator US Equity Buffer ETF December made up 0.01% of Sigma Planning Corp's portfolio in Q2 2026, its #894 holding.
Sigma Planning Corp first reported a position in Innovator US Equity Buffer ETF December in Q2 2020 and has held it in 17 quarters since.
Sigma Planning Corp's Innovator US Equity Buffer ETF December position peaked at $1.66M in Q2 2020.
120 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF December as of Q2 2026.

Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.