Souders Financial Advisors’s Innovator US Equity Buffer ETF December BDEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $340K | Hold |
7,525
| – | – | 0.04% | 155 |
|
|
2025
Q1 | $315K | Hold |
7,525
| – | – | 0.04% | 151 |
|
|
2024
Q4 | $324K | Hold |
7,525
| – | – | 0.05% | 146 |
|
|
2024
Q3 | $324K | Hold |
7,525
| – | – | 0.05% | 139 |
|
|
2024
Q2 | $315K | Hold |
7,525
| – | – | 0.05% | 141 |
|
|
2024
Q1 | $306K | Hold |
7,525
| – | – | 0.05% | 142 |
|
|
2023
Q4 | $288K | Hold |
7,525
| – | – | 0.05% | 145 |
|
|
2023
Q3 | $263K | Hold |
7,525
| – | – | 0.05% | 145 |
|
|
2023
Q2 | $273K | Sell |
7,525
-720
| -9% | -$26.1K | 0.05% | 140 |
|
|
2023
Q1 | $279K | Hold |
8,245
| – | – | 0.06% | 134 |
|
|
2022
Q4 | $263K | Buy |
+8,245
| New | +$263K | 0.06% | 140 |
|