Weaver Consulting Group
BDEC icon

Weaver Consulting Group’s Innovator US Equity Buffer ETF December BDEC Stock Holding History

Weaver Consulting Group’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 		$512K Sell
9,373
-162
-2% -$8.76K 0.1% 176
2026
Q2 		$507K Hold
9,535
– – 0.1% 168
2026
Q1 		$458K Hold
9,535
– – 0.11% 156
2025
Q4 		$473K Buy
9,535
+850
+10% +$41.4K 0.12% 147
2025
Q3 		$416K Sell
8,685
-662
-7% -$30.7K 0.11% 151
2025
Q2 		$422K Buy
9,347
+1,448
+18% +$61.6K 0.12% 141
2025
Q1 		$331K Sell
7,899
-1,339
-14% -$57.9K 0.1% 155
2024
Q4 		$398K Buy
9,238
+3,004
+48% +$131K 0.12% 132
2024
Q3 		$269K Hold
6,234
– – 0.09% 175
2024
Q2 		$261K Hold
6,234
– – 0.09% 164
2024
Q1 		$253K Hold
6,234
– – 0.09% 167
2023
Q4 		$238K Sell
6,234
-350
-5% -$12.7K 0.1% 170
2023
Q3 		$230K Hold
6,584
– – 0.1% 157
2023
Q2 		$239K Hold
6,584
– – 0.11% 155
2023
Q1 		$223K Hold
6,584
– – 0.1% 162
2022
Q4 		$210K Sell
6,584
-670
-9% -$21.2K 0.11% 165
2022
Q3 		$215K Hold
7,254
– – 0.12% 154
2022
Q2 		$221K Buy
7,254
+1,020
+16% +$32.6K 0.12% 149
2022
Q1 		$214K Hold
6,234
– – 0.1% 163
2021
Q4 		$220K Buy
+6,234
New +$213K 0.11% 157
2021
Q2 		– Sell
-6,898
Closed -$220K – 145
2021
Q1 		$220K Sell
6,898
-2,463
-26% -$76.4K 0.14% 129
2020
Q4 		$286K Sell
9,361
-266
-3% -$7.78K 0.18% 102
2020
Q3 		$270K Sell
9,627
-378
-4% -$10.5K 0.16% 93
2020
Q2 		$264K Hold
10,005
– – 0.15% 93
2020
Q1 		$231K Buy
+10,005
New +$259K 0.15% 90

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Chris Bulman
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Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
WealthPlan Investment Management
WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return
Lantz Financial
Lantz Financial Naperville, Illinois $549M AUM 18.02% 1-Year Est. Return
WealthPLAN Partners
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
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
PCA Investment Advisory Services
PCA Investment Advisory Services Cincinnati, Ohio $368M AUM 14.36% 1-Year Est. Return

Weaver Consulting Group's BDEC Position: Q3 2026 in Review

Weaver Consulting Group reduced its Innovator US Equity Buffer ETF December (BDEC) stake by 1.7% in Q3 2026, selling an estimated $8.76K and leaving 9,373 shares worth $512K. The position accounts for 0.1% of the portfolio, ranked #176.

Weaver Consulting Group first reported a position in BDEC in Q1 2020 and has held it in 25 quarters since. 26 funds tracked by Wall St. Rank hold BDEC as of Q3 2026.

  • Weaver Consulting Group held 9,373 shares of Innovator US Equity Buffer ETF December worth $512K as of Q3 2026.
  • Weaver Consulting Group sold 162 Innovator US Equity Buffer ETF December shares in Q3 2026, an estimated $8.76K.
  • Innovator US Equity Buffer ETF December made up 0.1% of Weaver Consulting Group's portfolio in Q3 2026, its #176 holding.
  • Weaver Consulting Group first reported a position in Innovator US Equity Buffer ETF December in Q1 2020 and has held it in 25 quarters since.
  • 26 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF December as of Q3 2026.

Based on Weaver Consulting Group's 13F filing for Q3 2026, filed 7 Oct 2026.