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

WealthShield 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	$192K	Hold	3,617	–	–	0.03%	235
2026 Q1	$174K	Hold	3,617	–	–	0.02%	365
2025 Q4	$179K	Buy	3,617 +1,317	+57%	+$64.2K	0.02%	355
2025 Q3	$110K	Hold	2,300	–	–	0.01%	382
2025 Q2	$104K	Hold	2,300	–	–	0.01%	379
2025 Q1	$96.3K	Sell	2,300 -1,499	-39%	-$64.8K	0.01%	373
2024 Q4	$164K	Buy	+3,799	New	+$165K	0.02%	301

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

WealthShield Partners's BDEC Position: Q2 2026 in Review

WealthShield Partners held its Innovator US Equity Buffer ETF December (BDEC) position steady in Q2 2026 at 3,617 shares worth $192K. The position accounts for 0.03% of the portfolio, ranked #235.

WealthShield Partners first reported a position in BDEC in Q4 2024 and has held it in 7 quarters since. 121 funds tracked by Wall St. Rank hold BDEC as of Q2 2026.

WealthShield Partners held 3,617 shares of Innovator US Equity Buffer ETF December worth $192K as of Q2 2026.
WealthShield Partners left its Innovator US Equity Buffer ETF December share count unchanged in Q2 2026.
Innovator US Equity Buffer ETF December made up 0.03% of WealthShield Partners's portfolio in Q2 2026, its #235 holding.
WealthShield Partners first reported a position in Innovator US Equity Buffer ETF December in Q4 2024 and has held it in 7 quarters since.
121 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF December as of Q2 2026.

Based on WealthShield Partners's 13F filing for Q2 2026, filed 12 Aug 2026.