Atria Wealth Solutions’s Innovator US Equity Buffer ETF December BDEC Stock Holding History

Atria Wealth Solutions’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
2025 Q2	$216K	Buy	+4,774	New	+$203K	﹤0.01%	1351
2025 Q1	–	Sell	-4,774	Closed	-$206K	–	1875
2024 Q4	$206K	Hold	4,774	–	–	﹤0.01%	1816
2024 Q3	$206K	Hold	4,774	–	–	﹤0.01%	1774
2024 Q2	$200K	Buy	+4,774	New	+$195K	﹤0.01%	1786

Other funds holding BDEC

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return

MPCL

My Personal CFO LLC Vancouver, Washington $256M AUM 22.12% 1-Year Est. Return

Atria Wealth Solutions's BDEC Position: Q2 2025 in Review

Atria Wealth Solutions opened a new position in Innovator US Equity Buffer ETF December (BDEC) in Q2 2025: 4,774 shares worth $216K. The stake represents ﹤0.01% of the portfolio and ranks #1351 among its holdings. This is a return to the name: Atria Wealth Solutions previously reported a position in BDEC as recently as Q4 2024.

Atria Wealth Solutions first reported a position in BDEC in Q2 2024 and has held it in 4 quarters since. 100 funds tracked by Wall St. Rank hold BDEC as of Q2 2025.

Atria Wealth Solutions held 4,774 shares of Innovator US Equity Buffer ETF December worth $216K as of Q2 2025.
Innovator US Equity Buffer ETF December was a new Atria Wealth Solutions position in Q2 2025.
Innovator US Equity Buffer ETF December made up ﹤0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #1351 holding.
Atria Wealth Solutions first reported a position in Innovator US Equity Buffer ETF December in Q2 2024 and has held it in 4 quarters since.
100 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF December as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.