VWA
BDEC icon

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

Visionary 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
2021
Q2 		– Sell
-71,507
Closed -$2.28M – 333
2021
Q1 		$2.28M Sell
71,507
-400
-0.6% -$12.4K 0.24% 103
2020
Q4 		$2.19M Buy
+71,907
New +$2.1M 0.25% 92

Other funds holding BDEC

Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
W
Wealthquest Cincinnati, Ohio $1.41B AUM 14.87% 1-Year Est. Return
BMM
Berkshire Money Management Dalton, Massachusetts $976M AUM 13.87% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BA
Bellwether Advisors Lincoln, Nebraska $590M AUM 35.66% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Visionary Wealth Advisors's BDEC Position: Q2 2021 in Review

Visionary Wealth Advisors sold out of Innovator US Equity Buffer ETF December (BDEC) in Q2 2021, closing a stake of 71,507 shares — an estimated $2.28M sold.

Visionary Wealth Advisors first reported a position in BDEC in Q4 2020 and held it in 2 quarters. The position peaked at $2.28M in Q1 2021. 43 funds tracked by Wall St. Rank hold BDEC as of Q2 2021.

  • Visionary Wealth Advisors reported no remaining Innovator US Equity Buffer ETF December position as of Q2 2021 after selling out during the quarter.
  • Visionary Wealth Advisors sold 71,507 Innovator US Equity Buffer ETF December shares in Q2 2021, an estimated $2.28M.
  • Visionary Wealth Advisors first reported a position in Innovator US Equity Buffer ETF December in Q4 2020 and held it in 2 quarters.
  • Visionary Wealth Advisors's Innovator US Equity Buffer ETF December position peaked at $2.28M in Q1 2021.
  • 43 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF December as of Q2 2021.

Based on Visionary Wealth Advisors's 13F filing for Q2 2021, filed 13 Aug 2021.