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WealthPlan Investment Management’s Innovator US Equity Buffer ETF December BDEC Stock Holding History

WealthPlan Investment 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
Q3 		$1.35M Sell
24,683
-3,815
-13% -$206K 0.07% 198
2026
Q2 		$1.52M Sell
28,498
-1,010
-3% -$52.4K 0.08% 188
2026
Q1 		$1.42M Sell
29,508
-2,527
-8% -$125K 0.08% 183
2025
Q4 		$1.59M Sell
32,035
-204,109
-86% -$9.95M 0.1% 160
2025
Q3 		$11.3M Buy
+236,144
New +$11M 0.75% 46

Other funds holding BDEC

MPCL
My Personal CFO LLC Vancouver, Washington $279M AUM 23.15% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
LF
Lantz Financial Naperville, Illinois $549M AUM 18.02% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $544M AUM 17.34% 1-Year Est. Return
MAM
Milestone Asset Management Pittsburgh, Pennsylvania $631M AUM 19.64% 1-Year Est. Return
PIAS
PCA Investment Advisory Services Cincinnati, Ohio $368M AUM 14.36% 1-Year Est. Return
Dynamic Advisor Solutions
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return

WealthPlan Investment Management's BDEC Position: Q3 2026 in Review

WealthPlan Investment Management reduced its Innovator US Equity Buffer ETF December (BDEC) stake by 13% in Q3 2026, selling an estimated $206K and leaving 24,683 shares worth $1.35M. The position accounts for 0.07% of the portfolio, ranked #198.

WealthPlan Investment Management first reported a position in BDEC in Q3 2025 and has held it in 5 quarters since. The position peaked at $11.3M in Q3 2025. 17 funds tracked by Wall St. Rank hold BDEC as of Q3 2026.

  • WealthPlan Investment Management held 24,683 shares of Innovator US Equity Buffer ETF December worth $1.35M as of Q3 2026.
  • WealthPlan Investment Management sold 3,815 Innovator US Equity Buffer ETF December shares in Q3 2026, an estimated $206K.
  • Innovator US Equity Buffer ETF December made up 0.07% of WealthPlan Investment Management's portfolio in Q3 2026, its #198 holding.
  • WealthPlan Investment Management first reported a position in Innovator US Equity Buffer ETF December in Q3 2025 and has held it in 5 quarters since.
  • WealthPlan Investment Management's Innovator US Equity Buffer ETF December position peaked at $11.3M in Q3 2025.
  • 17 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF December as of Q3 2026.

Based on WealthPlan Investment Management's 13F filing for Q3 2026, filed 15 Oct 2026.