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BDEC icon

Sunbelt Securities’s Innovator US Equity Buffer ETF December BDEC Stock Holding History

Sunbelt Securities’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
Q1 		$169K Buy
3,513
+3,134
+827% +$155K 0.01% 688
2025
Q4 		$18.8K Hold
379
– – ﹤0.01% 1272
2025
Q3 		$18.2K Sell
379
-2,600
-87% -$121K ﹤0.01% 1290
2025
Q2 		$128K Buy
2,979
+2,600
+686% +$111K 0.01% 707
2025
Q1 		$15.9K Sell
379
-2,600
-87% -$112K ﹤0.01% 1175
2024
Q4 		$129K Hold
2,979
– – 0.01% 706
2024
Q3 		$128K Hold
2,979
– – 0.01% 702
2024
Q2 		$125K Hold
2,979
– – 0.01% 677
2024
Q1 		$121K Sell
2,979
-3,700
-55% -$146K 0.01% 665
2023
Q4 		$255K Sell
6,679
-60
-0.9% -$2.17K 0.03% 439
2023
Q3 		$236K Hold
6,739
– – 0.03% 447
2023
Q2 		$244K Hold
6,739
– – 0.04% 424
2023
Q1 		$225K Sell
6,739
-40
-0.6% -$1.32K 0.04% 408
2022
Q4 		$216K Sell
6,779
-180
-3% -$5.7K 0.04% 414
2022
Q3 		$206K Sell
6,959
-135
-2% -$4.28K 0.04% 401
2022
Q2 		$216K Hold
7,094
– – 0.05% 394
2022
Q1 		$245K Sell
7,094
-3,473
-33% -$117K 0.04% 397
2021
Q4 		$360K Buy
+10,567
New +$362K 0.06% 331
2021
Q2 		– Sell
-8,269
Closed -$263K – 444
2021
Q1 		$263K Sell
8,269
-23,296
-74% -$723K 0.05% 355
2020
Q4 		$963K Buy
+31,565
New +$923K 0.2% 127

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 $8.52B AUM 37.76% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Sunbelt Securities's BDEC Position: Q1 2026 in Review

Sunbelt Securities increased its Innovator US Equity Buffer ETF December (BDEC) stake by 827% in Q1 2026, buying an estimated $155K and bringing the position to 3,513 shares worth $169K. The position accounts for 0.01% of the portfolio, ranked #688.

Sunbelt Securities first reported a position in BDEC in Q4 2020 and has held it in 20 quarters since. The position peaked at $963K in Q4 2020. 110 funds tracked by Wall St. Rank hold BDEC as of Q1 2026.

  • Sunbelt Securities held 3,513 shares of Innovator US Equity Buffer ETF December worth $169K as of Q1 2026.
  • Sunbelt Securities bought 3,134 Innovator US Equity Buffer ETF December shares in Q1 2026, an estimated $155K.
  • Innovator US Equity Buffer ETF December made up 0.01% of Sunbelt Securities's portfolio in Q1 2026, its #688 holding.
  • Sunbelt Securities first reported a position in Innovator US Equity Buffer ETF December in Q4 2020 and has held it in 20 quarters since.
  • Sunbelt Securities's Innovator US Equity Buffer ETF December position peaked at $963K in Q4 2020.
  • 110 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF December as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.