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Woodard & Company Asset Management Group’s Innovator US Equity Buffer ETF December BDEC Stock Holding History

Woodard & Company Asset Management 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
2020
Q4 		– Sell
-200
Closed -$6K – 98
2020
Q3 		$6K Hold
200
– – ﹤0.01% 88
2020
Q2 		$5K Hold
200
– – ﹤0.01% 88
2020
Q1 		$5K Buy
+200
New +$5.17K ﹤0.01% 82

Other funds holding BDEC

RA
RiverTree Advisors Winter Park, Florida $169M AUM 10.14% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
PCS
Personal CFO Solutions Chester, New Jersey $712M AUM 25.3% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BMM
Berkshire Money Management Dalton, Massachusetts $1.09B AUM 20.64% 1-Year Est. Return
VWA
Visionary Wealth Advisors O'fallon, Illinois $2.26B AUM 19.48% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Woodard & Company Asset Management Group's BDEC Position: Q4 2020 in Review

Woodard & Company Asset Management Group sold out of Innovator US Equity Buffer ETF December (BDEC) in Q4 2020, closing a stake of 200 shares — an estimated $6K sold.

Woodard & Company Asset Management Group first reported a position in BDEC in Q1 2020 and held it in 3 quarters. The position peaked at $6K in Q3 2020. 46 funds tracked by Wall St. Rank hold BDEC as of Q4 2020.

  • Woodard & Company Asset Management Group reported no remaining Innovator US Equity Buffer ETF December position as of Q4 2020 after selling out during the quarter.
  • Woodard & Company Asset Management Group sold 200 Innovator US Equity Buffer ETF December shares in Q4 2020, an estimated $6K.
  • Woodard & Company Asset Management Group first reported a position in Innovator US Equity Buffer ETF December in Q1 2020 and held it in 3 quarters.
  • Woodard & Company Asset Management Group's Innovator US Equity Buffer ETF December position peaked at $6K in Q3 2020.
  • 46 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF December as of Q4 2020.

Based on Woodard & Company Asset Management Group's 13F filing for Q4 2020, filed 3 Feb 2021.