BDEC — Innovator US Equity Builder ETF December

Ownership history in Share Andrew L.  ·  10 quarters on record

This page tracks every 13F SEC filing in which Share Andrew L. reported a position in Innovator US Equity Builder ETF December (BDEC). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.25% (2025 Q3)
Avg. % of fund
0.18%
First filed
2023 Q3
Last filed
2025 Q4
Quarters held
10
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 4,500 -3,000 -40.0% 0.11% $223K $49.56
2025 Q3 UNCHANGED 7,500 — 0% 0.25% $359K $47.93
2025 Q2 UNCHANGED 7,500 — 0% 0.23% $339K $45.16
2025 Q1 UNCHANGED 7,500 — 0% 0.23% $314K $41.86
2024 Q4 UNCHANGED 7,500 — 0% 0.15% $323K $43.11
2024 Q3 UNCHANGED 7,500 — 0% 0.21% $323K $43.08
2024 Q2 UNCHANGED 7,500 — 0% 0.17% $314K $41.91
2024 Q1 UNCHANGED 7,500 — 0% 0.15% $305K $40.60
2023 Q4 UNCHANGED 7,500 — 0% 0.15% $287K $38.25
2023 Q3 INITIATED 7,500 — — 0.10% $262K —
% of Fund (quarterly)    BDEC price (monthly, adj. close)

Other funds also holding BDEC

As of 2025 Q4 — sorted by position size

TopTier Wealth Management, LLC 1.66% My Personal CFO, LLC 3Y 1.54% Bullseye Investment Management, LLC 3Y 1.47% Chris Bulman Inc 1.11% FSA Advisors, Inc. 0.89% NovaPoint Capital, LLC 3Y 0.62% IMG Wealth Management, Inc. 0.42% FWG Investments, LLC. 0.4% INTEGRAL INVESTMENT ADVISORS, INC. 3Y 0.4% Brookstone Capital Management 3Y 7Y 0.37%
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