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Wheelhouse Advisory Group’s Innovator US Equity Buffer ETF December BDEC Stock Holding History

Wheelhouse Advisory 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
Q2 		$320K Hold
6,020
– – 0.09% 43
2026
Q1 		$289K Buy
+6,020
New +$298K 0.1% 38

Other funds holding BDEC

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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 $103B AUM 28.65% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MPCL
My Personal CFO LLC Vancouver, Washington $256M AUM 22.12% 1-Year Est. Return
TWM
TopTier Wealth Management Muskego, Wisconsin $166M AUM
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
CB
Chris Bulman Roseville, California $274M AUM 22.07% 1-Year Est. Return
NC
NovaPoint Capital Atlanta, Georgia $481M AUM 32.01% 1-Year Est. Return

Wheelhouse Advisory Group's BDEC Position: Q2 2026 in Review

Wheelhouse Advisory Group held its Innovator US Equity Buffer ETF December (BDEC) position steady in Q2 2026 at 6,020 shares worth $320K. The position accounts for 0.09% of the portfolio, ranked #43.

Wheelhouse Advisory Group first reported a position in BDEC in Q1 2026 and has held it in 2 quarters since. 79 funds tracked by Wall St. Rank hold BDEC as of Q2 2026.

  • Wheelhouse Advisory Group held 6,020 shares of Innovator US Equity Buffer ETF December worth $320K as of Q2 2026.
  • Wheelhouse Advisory Group left its Innovator US Equity Buffer ETF December share count unchanged in Q2 2026.
  • Innovator US Equity Buffer ETF December made up 0.09% of Wheelhouse Advisory Group's portfolio in Q2 2026, its #43 holding.
  • Wheelhouse Advisory Group first reported a position in Innovator US Equity Buffer ETF December in Q1 2026 and has held it in 2 quarters since.
  • 79 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF December as of Q2 2026.

Based on Wheelhouse Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.