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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
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

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 Partners's BDEC Position: Q2 2026 in Review

WealthPLAN Partners reduced its Innovator US Equity Buffer ETF December (BDEC) stake by 16% in Q2 2026, selling an estimated $132K and leaving 13,477 shares worth $717K. The position accounts for 0.14% of the portfolio, ranked #131.

WealthPLAN Partners first reported a position in BDEC in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.92M in Q3 2025. 120 funds tracked by Wall St. Rank hold BDEC as of Q2 2026.

  • WealthPLAN Partners held 13,477 shares of Innovator US Equity Buffer ETF December worth $717K as of Q2 2026.
  • WealthPLAN Partners sold 2,544 Innovator US Equity Buffer ETF December shares in Q2 2026, an estimated $132K.
  • Innovator US Equity Buffer ETF December made up 0.14% of WealthPLAN Partners's portfolio in Q2 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 4 quarters since.
  • WealthPLAN Partners's Innovator US Equity Buffer ETF December position peaked at $2.92M in Q3 2025.
  • 120 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF December as of Q2 2026.

Based on WealthPLAN Partners's 13F filing for Q2 2026, filed 28 Jul 2026.