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Sutton Wealth Advisors’s Innovator US Equity Buffer ETF December BDEC Stock Holding History

Sutton Wealth Advisors’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
2022
Q3 		– Sell
-202
Closed -$6.15K – 1643
2022
Q2 		$6.15K Hold
202
– – ﹤0.01% 1032
2022
Q1 		$6.92K Hold
202
– – ﹤0.01% 1032
2021
Q4 		$7.12K Buy
+202
New +$6.91K ﹤0.01% 1018

Other funds holding BDEC

BA
Bellwether Advisors Lincoln, Nebraska $675M AUM 42.06% 1-Year Est. Return
W
Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
BCM
Beck Capital Management Austin, Texas $543M AUM 83.77% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Sutton Wealth Advisors's BDEC Position: Q3 2022 in Review

Sutton Wealth Advisors sold out of Innovator US Equity Buffer ETF December (BDEC) in Q3 2022, closing a stake of 202 shares — an estimated $6.15K sold.

Sutton Wealth Advisors first reported a position in BDEC in Q4 2021 and held it in 3 quarters. The position peaked at $7.12K in Q4 2021. 38 funds tracked by Wall St. Rank hold BDEC as of Q3 2022.

  • Sutton Wealth Advisors reported no remaining Innovator US Equity Buffer ETF December position as of Q3 2022 after selling out during the quarter.
  • Sutton Wealth Advisors sold 202 Innovator US Equity Buffer ETF December shares in Q3 2022, an estimated $6.15K.
  • Sutton Wealth Advisors first reported a position in Innovator US Equity Buffer ETF December in Q4 2021 and held it in 3 quarters.
  • Sutton Wealth Advisors's Innovator US Equity Buffer ETF December position peaked at $7.12K in Q4 2021.
  • 38 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF December as of Q3 2022.

Based on Sutton Wealth Advisors's 13F filing for Q3 2022, filed 7 Nov 2023.