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 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

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

Cerity Partners New York $82.7B AUM 28.53% 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

Focus Financial Network's BDEC Position: Q2 2026 in Review

Focus Financial Network reduced its Innovator US Equity Buffer ETF December (BDEC) stake by 44% in Q2 2026, selling an estimated $211K and leaving 5,237 shares worth $279K. The position accounts for 0.01% of the portfolio, ranked #640.

Focus Financial Network first reported a position in BDEC in Q4 2023 and has held it in 11 quarters since. The position peaked at $461K in Q4 2025. 120 funds tracked by Wall St. Rank hold BDEC as of Q2 2026.

Focus Financial Network held 5,237 shares of Innovator US Equity Buffer ETF December worth $279K as of Q2 2026.
Focus Financial Network sold 4,065 Innovator US Equity Buffer ETF December shares in Q2 2026, an estimated $211K.
Innovator US Equity Buffer ETF December made up 0.01% of Focus Financial Network's portfolio in Q2 2026, its #640 holding.
Focus Financial Network first reported a position in Innovator US Equity Buffer ETF December in Q4 2023 and has held it in 11 quarters since.
Focus Financial Network's Innovator US Equity Buffer ETF December position peaked at $461K in Q4 2025.
120 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF December as of Q2 2026.

Based on Focus Financial Network's 13F filing for Q2 2026, filed 9 Jul 2026.