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Disclosery

BDEC INNOVATOR ETFS TRUST

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US EQTY BUF DEC (fund)

93 managers (94 13F filers) reported a position in BDEC shares at 2024-12-31, 5,678,721 shares in all. 13 filers opened a position and 9 filers sold out during the quarter.

Managers
93
13F filers
94
New
13
Added
38
Reduced
19
Sold out
9
Shares held by filers
5,678,721

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Stuart Chaussee & Associates, Inc.2,620,110$113M28%new13F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management539,726$23.3M0.34%+502,84213F-HRTimelineGroup
Penserra Capital Management LLCin group Penserra Capital Management L…347,207$15M0.27%+48,56813F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC241,099$10.4M0.02%+43,14113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.202,345$8.72M0.02%+55,73213F-HR/ATimelineGroup
Cerity Partners LLCin group Cerity Partners LLC138,692$5.98M0.01%+101,84613F-HRTimelineGroup
Cresset Asset Management, LLC108,963$4.7M0.02%+102,36913F-HRTimeline
HighTower Advisors, LLC89,646$3.86M0.01%+19,49613F-HRTimeline
BLAIR WILLIAM & CO/IL79,464$3.43M0.01%new13F-HRTimeline
My Personal CFO, LLC74,336$3.2M1.64%+7,35613F-HRTimeline
Cetera Investment Advisers70,747$3.05M0.01%+1,86113F-HRTimeline
NovaPoint Capital, LLC55,175$2.38M0.73%new13F-HRTimeline
Bullseye Investment Management, LLC54,510$2.35M1.55%-158,28713F-HRTimeline
Cambridge Investment Research Advisors,…51,527$2.22M0.01%-2,12913F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC50,359$2.17M<0.01%+8,38613F-HRTimelineGroup
Chris Bulman Inc47,186$2.03M1.3%+3,55413F-HRTimeline
LPL Financial LLC43,233$1.86M<0.01%-5,67513F-HRTimeline
Krilogy Financial LLC38,075$1.64M0.11%-35013F-HRTimeline
INTEGRAL INVESTMENT ADVISORS, INC.37,434$1.61M0.52%+14,27513F-HRTimeline
Trek Financial, LLC36,719$1.58M0.12%+4,50213F-HRTimeline
MML INVESTORS SERVICES, LLC33,916$1.46M0.01%+2,39913F-HRTimeline
BCS Wealth Management30,796$1.33M0.33%+3,02413F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC28,357$1.22M0.01%+13,11813F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC25,355$1.09M<0.01%13F-HR/ATimelineGroup
THOROUGHBRED FINANCIAL SERVICES, LLC24,762$1.07M0.07%013F-HRTimeline
Snowden Capital Advisors LLC20,902$901K0.03%+10,20013F-HRTimeline
Janney Montgomery Scott LLC20,593$888K<0.01%+5,63513F-HRTimeline
Vantage Financial Partners, LLC20,540$885K0.22%+2,20713F-HRTimeline
Beacon Pointe Advisors, LLC20,053$864K0.01%+6,76513F-HRTimeline
Wealthquest Corp19,548$843K0.07%013F-HRTimeline
Bellwether Advisors, LLC17,868$770K0.14%013F-HRTimeline
PCA Investment Advisory Services Inc.17,467$753K0.35%+20013F-HRTimeline
FWG Investments, LLC.17,275$745K0.58%new13F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC16,881$728K0.02%new13F-HRTimelineGroup
DHJJ Financial Advisors, Ltd.16,792$724K0.28%+1,12213F-HRTimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …16,378$706K0.17%new13F-HRTimelineGroup
Beacon Financial Advisory LLC15,495$668K0.22%+2,26213F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC15,424$665K0.15%-19413F-HRTimeline
IHT Wealth Management, LLC15,224$656K0.02%new13F-HRTimeline
Three Seasons Wealth, LLC13,683$590K0.29%+2,30813F-HRTimeline
Arax Advisory Partners13,539$584K0.04%+1,33513F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding13,344$575K+13Timeline
IMG Wealth Management, Inc.13,222$570K0.53%13F-HRTimeline
FSA Advisors, Inc.12,967$559K0.68%-37813F-HRTimeline
RFG Advisory, LLC12,833$553K0.02%+17613F-HRTimeline
Strategic Blueprint, LLC12,704$548K0.03%new13F-HRTimeline
Sigma Planning Corp12,242$528K0.02%-3,01113F-HRTimeline
Valtinson Bruner Financial Planning LLC12,146$524K0.18%+4,02513F-HRTimeline
GWN SECURITIES INC.11,592$511K0.14%13F-HRTimeline
KFG WEALTH MANAGEMENT, LLC11,715$505K0.09%013F-HRTimeline
Lantz Financial LLC11,710$505K0.13%+4,22713F-HRTimeline
Outlook Wealth Advisors, LLC11,223$484K0.14%013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC10,124$436K<0.01%new13F-HRTimelineGroup
CoreCap Advisors, LLC10,084$435K0.02%-8,46313F-HRTimeline
CRA Financial Services, LLC9,635$415K0.07%-1,20013F-HRTimeline
Focus Financial Network, Inc.9,314$402K0.02%+45513F-HRTimeline
Weaver Consulting Group9,238$398K0.12%+3,00413F-HRTimeline
HARBOUR INVESTMENTS, INC.9,142$394K0.01%+4,48613F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…9,060$391K<0.01%+59813F-HR/ATimeline
Lion Street Advisors, LLC8,893$383K0.12%+68613F-HRTimeline
Archer Investment Corp7,787$336K0.09%-2,21313F-HRTimeline
Souders Financial Advisors7,525$324K0.05%013F-HRTimeline
Share Andrew L.7,500$323K0.15%013F-HRTimeline
Mutual Advisors, LLC7,192$312K0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management7,100$306K0.01%+5,30013F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC6,875$296K<0.01%-5013F-HRTimelineGroup
WEALTHGARDEN F.S. LLC6,674$288K0.27%new13F-HRTimeline
Secure Asset Management, LLC6,055$261K0.04%new13F-HRTimeline
IFP Advisors, Inc5,858$253K0.01%+1,27013F-HRTimeline
AE Wealth Management LLC5,469$236K<0.01%-5,20613F-HRTimeline
Waterloo Capital, L.P.5,203$224K0.02%new13F-HRTimeline
Optimist Retirement Group LLC5,171$223K0.11%-38313F-HRTimeline
Fragasso Financial Advisors Inc5,090$219K0.02%-2,44313F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC5,001$216K<0.01%+38713F-HRTimelineGroup
Orion Capital Management LLC5,000$216K0.09%013F-HRTimeline
Atria Wealth Solutions, Inc.4,774$206K<0.01%013F-HRTimeline
WealthShield Partners, LLC3,799$164K0.02%new13F-HRTimeline
Sunbelt Securities, Inc.2,979$129K0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…2,495$108K<0.01%+97913F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC2,402$104K<0.01%-40613F-HRTimelineGroup
Parallel Advisors, LLC2,180$94K<0.01%013F-HRTimeline
Wood Tarver Financial Group, LLC1,591$68K0.02%13F-HRTimeline
Allworth Financial LP1,355$59.8K<0.01%-59413F-HRTimeline
AdvisorNet Financial, Inc1,267$54.6K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,066$46K<0.01%-25013F-HRTimelineGroup
Sugarloaf Wealth Management, LLC673$29K0.01%013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/521$22.5K<0.01%013F-HRTimelineGroup
Noble Wealth Management PBC500$21.6K0.01%13F-HRTimeline
Larson Financial Group LLC374$16.1K<0.01%013F-HRTimeline
Integrity Financial Corp /WA329$14.2K0.01%013F-HRTimeline
Continuum Advisory, LLC325$14K<0.01%-1,65013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY2$86<0.01%-80413F-HR/ATimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.