WP
BDEC icon

WealthPLAN Partners’s Innovator US Equity Buffer ETF December BDEC Stock Holding History

WealthPLAN Partners’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 		$713K Sell
13,052
-425
-3% -$23K 0.13% 131
2026
Q2 		$717K Sell
13,477
-2,544
-16% -$132K 0.14% 131
2026
Q1 		$769K Sell
16,021
-6,512
-29% -$322K 0.15% 130
2025
Q4 		$1.12M Sell
22,533
-38,481
-63% -$1.88M 0.17% 121
2025
Q3 		$2.92M Buy
+61,014
New +$2.83M 0.44% 71

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
WIM
WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return
LF
Lantz Financial Naperville, Illinois $549M AUM 18.02% 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 Partners's BDEC Position: Q3 2026 in Review

WealthPLAN Partners reduced its Innovator US Equity Buffer ETF December (BDEC) stake by 3.2% in Q3 2026, selling an estimated $23K and leaving 13,052 shares worth $713K. The position accounts for 0.13% of the portfolio, ranked #131.

WealthPLAN Partners first reported a position in BDEC in Q3 2025 and has held it in 5 quarters since. The position peaked at $2.92M in Q3 2025. 17 funds tracked by Wall St. Rank hold BDEC as of Q3 2026.

  • WealthPLAN Partners held 13,052 shares of Innovator US Equity Buffer ETF December worth $713K as of Q3 2026.
  • WealthPLAN Partners sold 425 Innovator US Equity Buffer ETF December shares in Q3 2026, an estimated $23K.
  • Innovator US Equity Buffer ETF December made up 0.13% of WealthPLAN Partners's portfolio in Q3 2026, its #131 holding.
  • WealthPLAN Partners first reported a position in Innovator US Equity Buffer ETF December in Q3 2025 and has held it in 5 quarters since.
  • WealthPLAN Partners's Innovator US Equity Buffer ETF December position peaked at $2.92M in Q3 2025.
  • 17 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF December as of Q3 2026.

Based on WealthPLAN Partners's 13F filing for Q3 2026, filed 15 Oct 2026.