Focus Financial Network’s Innovator US Equity Buffer ETF December BDEC Stock Holding History

Focus Financial Network’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 Q3	$286K	Sell	5,228 -9	-0.2%	-$487	0.01%	634
2026 Q2	$279K	Sell	5,237 -4,065	-44%	-$211K	0.01%	640
2026 Q1	$447K	Hold	9,302	–	–	0.02%	488
2025 Q4	$461K	Hold	9,302	–	–	0.02%	465
2025 Q3	$446K	Hold	9,302	–	–	0.02%	474
2025 Q2	$420K	Hold	9,302	–	–	0.02%	473
2025 Q1	$389K	Sell	9,302 -12	-0.1%	-$519	0.02%	476
2024 Q4	$402K	Buy	9,314 +455	+5%	+$19.8K	0.02%	470
2024 Q3	$382K	Hold	8,859	–	–	0.02%	478
2024 Q2	$374K	Hold	8,859	–	–	0.02%	471
2024 Q1	$351K	Sell	8,859 -13	-0.1%	-$513	0.02%	459
2023 Q4	$339K	Buy	+8,872	New	+$321K	0.01%	543

Other funds holding BDEC

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

My Personal CFO LLC Vancouver, Washington $279M AUM 23.15% 1-Year Est. Return

TopTier Wealth Management Muskego, Wisconsin $171M AUM 14.02% 1-Year Est. Return

Chris Bulman Roseville, California $285M AUM 15.3% 1-Year Est. Return

NovaPoint Capital Atlanta, Georgia $464M AUM 20.03% 1-Year Est. Return

Strategic Blueprint Atlanta, Georgia $2.04B AUM 19.28% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return

Lantz Financial Naperville, Illinois $549M AUM 18.02% 1-Year Est. Return

WealthPLAN Partners Omaha, Nebraska $544M AUM 17.34% 1-Year Est. Return

Focus Financial Network's BDEC Position: Q3 2026 in Review

Focus Financial Network reduced its Innovator US Equity Buffer ETF December (BDEC) stake by 0.17% in Q3 2026, selling an estimated $487 and leaving 5,228 shares worth $286K. The position accounts for 0.01% of the portfolio, ranked #634.

Focus Financial Network first reported a position in BDEC in Q4 2023 and has held it in 12 quarters since. The position peaked at $461K in Q4 2025. 31 funds tracked by Wall St. Rank hold BDEC as of Q3 2026.

Focus Financial Network held 5,228 shares of Innovator US Equity Buffer ETF December worth $286K as of Q3 2026.
Focus Financial Network sold 9 Innovator US Equity Buffer ETF December shares in Q3 2026, an estimated $487.
Innovator US Equity Buffer ETF December made up 0.01% of Focus Financial Network's portfolio in Q3 2026, its #634 holding.
Focus Financial Network first reported a position in Innovator US Equity Buffer ETF December in Q4 2023 and has held it in 12 quarters since.
Focus Financial Network's Innovator US Equity Buffer ETF December position peaked at $461K in Q4 2025.
31 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF December as of Q3 2026.

Based on Focus Financial Network's 13F filing for Q3 2026, filed 14 Oct 2026.