Cerity Partners’s Innovator US Equity Buffer ETF December BDEC Stock Holding History

Cerity Partners’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	$9.9M	Buy	186,007 +4,593	+3%	+$238K	0.01%	775
2026 Q1	$8.71M	Buy	181,414 +37,519	+26%	+$1.86M	0.01%	765
2025 Q4	$7.13M	Buy	143,895 +20,300	+16%	+$989K	0.01%	796
2025 Q3	$5.92M	Sell	123,595 -14,800	-11%	-$687K	0.01%	783
2025 Q2	$6.25M	Sell	138,395 -9,348	-6%	-$397K	0.01%	716
2025 Q1	$6.18M	Buy	147,743 +9,051	+7%	+$391K	0.01%	660
2024 Q4	$5.98M	Buy	138,692 +101,846	+276%	+$4.43M	0.01%	645
2024 Q3	$1.59M	Buy	36,846 +2,697	+8%	+$114K	﹤0.01%	1194
2024 Q2	$1.43M	Sell	34,149 -9,762	-22%	-$399K	﹤0.01%	1071
2024 Q1	$1.78M	Buy	43,911 +3,185	+8%	+$126K	﹤0.01%	1023
2023 Q4	$1.56M	Buy	+40,726	New	+$1.48M	0.01%	846
2023 Q2	–	Sell	-7,428	Closed	-$251K	–	1671
2023 Q1	$251K	Buy	+7,428	New	+$246K	﹤0.01%	1617

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

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

MPCL

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

Cerity Partners's BDEC Position: Q2 2026 in Review

Cerity Partners increased its Innovator US Equity Buffer ETF December (BDEC) stake by 2.5% in Q2 2026, buying an estimated $238K and bringing the position to 186,007 shares worth $9.9M. The position accounts for 0.01% of the portfolio, ranked #775.

Cerity Partners first reported a position in BDEC in Q1 2023 and has held it in 12 quarters since. 120 funds tracked by Wall St. Rank hold BDEC as of Q2 2026.

Cerity Partners held 186,007 shares of Innovator US Equity Buffer ETF December worth $9.9M as of Q2 2026.
Cerity Partners bought 4,593 Innovator US Equity Buffer ETF December shares in Q2 2026, an estimated $238K.
Innovator US Equity Buffer ETF December made up 0.01% of Cerity Partners's portfolio in Q2 2026, its #775 holding.
Cerity Partners first reported a position in Innovator US Equity Buffer ETF December in Q1 2023 and has held it in 12 quarters since.
120 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF December as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.