TopTier Wealth Management’s Innovator US Equity Buffer ETF December BDEC Stock Holding History

TopTier Wealth Management’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	$2.57M	Sell	48,311 -691	-1%	-$35.9K	1.55%	13
2026 Q1	$2.35M	Sell	49,002 -302	-0.6%	-$14.9K	1.45%	13
2025 Q4	$2.44M	Buy	+49,304	New	+$2.4M	1.66%	11

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 $103B AUM 28.65% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

TopTier Wealth Management's BDEC Position: Q2 2026 in Review

TopTier Wealth Management reduced its Innovator US Equity Buffer ETF December (BDEC) stake by 1.4% in Q2 2026, selling an estimated $35.9K and leaving 48,311 shares worth $2.57M. The position accounts for 1.55% of the portfolio, ranked #13.

TopTier Wealth Management first reported a position in BDEC in Q4 2025 and has held it in 3 quarters since. 120 funds tracked by Wall St. Rank hold BDEC as of Q2 2026.

TopTier Wealth Management held 48,311 shares of Innovator US Equity Buffer ETF December worth $2.57M as of Q2 2026.
TopTier Wealth Management sold 691 Innovator US Equity Buffer ETF December shares in Q2 2026, an estimated $35.9K.
Innovator US Equity Buffer ETF December made up 1.55% of TopTier Wealth Management's portfolio in Q2 2026, its #13 holding.
TopTier Wealth Management first reported a position in Innovator US Equity Buffer ETF December in Q4 2025 and has held it in 3 quarters since.
120 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF December as of Q2 2026.

Based on TopTier Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.