CFD
BDEC icon

Creative Financial Designs’s Innovator US Equity Buffer ETF December BDEC Stock Holding History

Creative Financial Designs’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 		$49K Hold
1,020
– – ﹤0.01% 905
2025
Q4 		$50.6K Hold
1,020
– – ﹤0.01% 859
2025
Q3 		$48.9K Hold
1,020
– – ﹤0.01% 857
2025
Q2 		$46.1K Hold
1,020
– – ﹤0.01% 890
2025
Q1 		$42.7K Buy
+1,020
New +$44.1K ﹤0.01% 873
2023
Q3 		– Sell
-4,000
Closed -$145K – 1506
2023
Q2 		$145K Hold
4,000
– – 0.02% 403
2023
Q1 		$135K Hold
4,000
– – 0.02% 412
2022
Q4 		$128K Buy
+4,000
New +$127K 0.02% 402

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 $8.52B AUM 37.76% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
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