Wealth Enhancement Advisory Services’s Innovator US Equity Buffer ETF December BDEC Stock Holding History

Wealth Enhancement Advisory Services’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	$351K	Hold	6,554	–	–	﹤0.01%	3049
2026 Q1	$317K	Sell	6,554 -3,006	-31%	-$149K	﹤0.01%	2716
2025 Q4	$478K	Buy	9,560 +1,495	+19%	+$72.8K	﹤0.01%	2518
2025 Q3	$388K	Sell	8,065 -495	-6%	-$23K	﹤0.01%	2568
2025 Q2	$389K	Hold	8,560	–	–	﹤0.01%	2416
2025 Q1	$358K	Sell	8,560 -500	-6%	-$21.6K	﹤0.01%	2303
2024 Q4	$391K	Buy	9,060 +598	+7%	+$26K	﹤0.01%	2170
2024 Q3	$365K	Sell	8,462 -586	-6%	-$24.8K	﹤0.01%	2048
2024 Q2	$379K	Buy	9,048 +525	+6%	+$21.4K	﹤0.01%	1817
2024 Q1	$346K	Sell	8,523 -9,569	-53%	-$377K	﹤0.01%	1823
2023 Q4	$692K	Buy	+18,092	New	+$656K	﹤0.01%	1326

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 $104B AUM 28.3% 1-Year Est. Return

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

Wealth Enhancement Advisory Services's BDEC Position: Q2 2026 in Review

Wealth Enhancement Advisory Services held its Innovator US Equity Buffer ETF December (BDEC) position steady in Q2 2026 at 6,554 shares worth $351K. The position accounts for ﹤0.01% of the portfolio, ranked #3049.

Wealth Enhancement Advisory Services first reported a position in BDEC in Q4 2023 and has held it in 11 quarters since. The position peaked at $692K in Q4 2023. 120 funds tracked by Wall St. Rank hold BDEC as of Q2 2026.

Wealth Enhancement Advisory Services held 6,554 shares of Innovator US Equity Buffer ETF December worth $351K as of Q2 2026.
Wealth Enhancement Advisory Services left its Innovator US Equity Buffer ETF December share count unchanged in Q2 2026.
Innovator US Equity Buffer ETF December made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3049 holding.
Wealth Enhancement Advisory Services first reported a position in Innovator US Equity Buffer ETF December in Q4 2023 and has held it in 11 quarters since.
Wealth Enhancement Advisory Services's Innovator US Equity Buffer ETF December position peaked at $692K in Q4 2023.
120 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF December as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.