USCWA
BDEC icon

U.S. Capital Wealth Advisors’s Innovator US Equity Buffer ETF December BDEC Stock Holding History

U.S. Capital 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
2023
Q1 		– Sell
-600
Closed -$19.1K – 722
2022
Q4 		$19.1K Buy
+600
New +$19K ﹤0.01% 1116

Other funds holding BDEC

W
Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
MPCL
My Personal CFO LLC Vancouver, Washington $256M AUM 22.12% 1-Year Est. Return
BA
Bellwether Advisors Lincoln, Nebraska $675M AUM 42.06% 1-Year Est. Return

U.S. Capital Wealth Advisors's BDEC Position: Q1 2023 in Review

U.S. Capital Wealth Advisors sold out of Innovator US Equity Buffer ETF December (BDEC) in Q1 2023, closing a stake of 600 shares — an estimated $19.1K sold.

U.S. Capital Wealth Advisors first reported a position in BDEC in Q4 2022 and held it in 1 quarter. The position peaked at $19.1K in Q4 2022. 69 funds tracked by Wall St. Rank hold BDEC as of Q1 2023.

  • U.S. Capital Wealth Advisors reported no remaining Innovator US Equity Buffer ETF December position as of Q1 2023 after selling out during the quarter.
  • U.S. Capital Wealth Advisors sold 600 Innovator US Equity Buffer ETF December shares in Q1 2023, an estimated $19.1K.
  • U.S. Capital Wealth Advisors first reported a position in Innovator US Equity Buffer ETF December in Q4 2022 and held it in 1 quarter.
  • U.S. Capital Wealth Advisors's Innovator US Equity Buffer ETF December position peaked at $19.1K in Q4 2022.
  • 69 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF December as of Q1 2023.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2023, filed 11 May 2023.