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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
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

PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Raymond James Financial
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
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
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

WealthPlan Investment Management's BDEC Position: Q2 2026 in Review

WealthPlan Investment Management reduced its Innovator US Equity Buffer ETF December (BDEC) stake by 3.4% in Q2 2026, selling an estimated $52.4K and leaving 28,498 shares worth $1.52M. The position accounts for 0.08% of the portfolio, ranked #188.

WealthPlan Investment Management first reported a position in BDEC in Q3 2025 and has held it in 4 quarters since. The position peaked at $11.3M in Q3 2025. 120 funds tracked by Wall St. Rank hold BDEC as of Q2 2026.

  • WealthPlan Investment Management held 28,498 shares of Innovator US Equity Buffer ETF December worth $1.52M as of Q2 2026.
  • WealthPlan Investment Management sold 1,010 Innovator US Equity Buffer ETF December shares in Q2 2026, an estimated $52.4K.
  • Innovator US Equity Buffer ETF December made up 0.08% of WealthPlan Investment Management's portfolio in Q2 2026, its #188 holding.
  • WealthPlan Investment Management first reported a position in Innovator US Equity Buffer ETF December in Q3 2025 and has held it in 4 quarters since.
  • WealthPlan Investment Management's Innovator US Equity Buffer ETF December position peaked at $11.3M in Q3 2025.
  • 120 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF December as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.