Wood Tarver Financial Group’s Innovator US Equity Buffer ETF December BDEC Stock Holding History

Wood Tarver Financial 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	$243K	Buy	+4,571	New	+$237K	0.06%	151
2025 Q3	–	Sell	-3,854	Closed	-$174K	–	203
2025 Q2	$174K	Hold	3,854	–	–	0.05%	153
2025 Q1	$161K	Buy	3,854 +2,263	+142%	+$97.8K	0.05%	150
2024 Q4	$68K	Buy	+1,591	New	+$69.2K	0.02%	235

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

Wood Tarver Financial Group's BDEC Position: Q2 2026 in Review

Wood Tarver Financial Group opened a new position in Innovator US Equity Buffer ETF December (BDEC) in Q2 2026: 4,571 shares worth $243K. The stake represents 0.06% of the portfolio and ranks #151 among its holdings. This is a return to the name: Wood Tarver Financial Group previously reported a position in BDEC as recently as Q2 2025.

Wood Tarver Financial Group first reported a position in BDEC in Q4 2024 and has held it in 4 quarters since. 120 funds tracked by Wall St. Rank hold BDEC as of Q2 2026.

Wood Tarver Financial Group held 4,571 shares of Innovator US Equity Buffer ETF December worth $243K as of Q2 2026.
Innovator US Equity Buffer ETF December was a new Wood Tarver Financial Group position in Q2 2026.
Innovator US Equity Buffer ETF December made up 0.06% of Wood Tarver Financial Group's portfolio in Q2 2026, its #151 holding.
Wood Tarver Financial Group first reported a position in Innovator US Equity Buffer ETF December in Q4 2024 and has held it in 4 quarters since.
120 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF December as of Q2 2026.

Based on Wood Tarver Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.