Cerity Partners
BDEC icon

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
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

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Raymond James Financial
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CAM
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HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MPCL
My Personal CFO LLC Vancouver, Washington $228M AUM 14.34% 1-Year Est. Return