Valtinson Bruner Financial Planning’s Innovator US Equity Buffer ETF December BDEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $458K | Hold |
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|
2025
Q4 | $473K | Sell |
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2025
Q3 | $504K | Sell |
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|
2025
Q2 | $482K | Sell |
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|
2025
Q1 | $507K | Sell |
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|
2024
Q4 | $524K | Buy |
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|
2024
Q3 | $350K | Hold |
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|
2024
Q2 | $340K | Hold |
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|
2024
Q1 | $330K | Sell |
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|
2023
Q4 | $552K | Buy |
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|
2023
Q3 | $488K | Sell |
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|
2023
Q2 | $508K | Sell |
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|
2023
Q1 | $483K | Buy |
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|
2022
Q4 | $379K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $203K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $463K | Hold |
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|
2021
Q2 | $455K | Hold |
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|
2021
Q1 | $443K | Hold |
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|
2020
Q4 | $419K | Buy |
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