Stuart Chaussee & Associates’s Innovator US Equity Buffer ETF December BDEC Stock Holding History

Stuart Chaussee & Associates’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
2025 Q4	–	Sell	-3,008	Closed	-$144K	–	21
2025 Q3	$144K	Hold	3,008	–	–	0.03%	58
2025 Q2	$136K	Buy	3,008 +2,708	+903%	+$115K	0.03%	55
2025 Q1	$12.6K	Sell	300 -2,619,810	-100%	-$113M	﹤0.01%	142
2024 Q4	$113M	Buy	+2,620,110	New	+$114M	28%	1

Other funds holding BDEC

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

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

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

CAM

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

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

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Stuart Chaussee & Associates's BDEC Position: Q4 2025 in Review

Stuart Chaussee & Associates sold out of Innovator US Equity Buffer ETF December (BDEC) in Q4 2025, closing a stake of 3,008 shares — an estimated $144K sold.

Stuart Chaussee & Associates first reported a position in BDEC in Q4 2024 and held it in 4 quarters. The position peaked at $113M in Q4 2024. 111 funds tracked by Wall St. Rank hold BDEC as of Q4 2025.

Stuart Chaussee & Associates reported no remaining Innovator US Equity Buffer ETF December position as of Q4 2025 after selling out during the quarter.
Stuart Chaussee & Associates sold 3,008 Innovator US Equity Buffer ETF December shares in Q4 2025, an estimated $144K.
Stuart Chaussee & Associates first reported a position in Innovator US Equity Buffer ETF December in Q4 2024 and held it in 4 quarters.
Stuart Chaussee & Associates's Innovator US Equity Buffer ETF December position peaked at $113M in Q4 2024.
111 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF December as of Q4 2025.

Based on Stuart Chaussee & Associates's 13F filing for Q4 2025.