Raymond James Financial
BDEC icon

Raymond James Financial’s Innovator US Equity Buffer ETF December BDEC Stock Holding History

Raymond James Financial’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 		$4.96M Buy
103,412
+8,851
+9% +$438K ﹤0.01% 2595
2025
Q4 		$4.69M Buy
94,561
+14,145
+18% +$689K ﹤0.01% 2564
2025
Q3 		$3.85M Sell
80,416
-3,893
-5% -$181K ﹤0.01% 2652
2025
Q2 		$3.81M Buy
84,309
+55,581
+193% +$2.36M ﹤0.01% 2561
2025
Q1 		$1.2M Buy
28,728
+3,373
+13% +$146K ﹤0.01% 3355
2024
Q4 		$1.09M Buy
+25,355
New +$1.1M ﹤0.01% 3393

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 $79.5B AUM 27.1% 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 $36.8B AUM 26.6% 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 $103B AUM 28.65% 1-Year Est. Return
Envestnet Asset Management
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

Raymond James Financial's BDEC Position: Q1 2026 in Review

Raymond James Financial increased its Innovator US Equity Buffer ETF December (BDEC) stake by 9.4% in Q1 2026, buying an estimated $438K and bringing the position to 103,412 shares worth $4.96M. The position accounts for ﹤0.01% of the portfolio, ranked #2595.

Raymond James Financial first reported a position in BDEC in Q4 2024 and has held it in 6 quarters since. 111 funds tracked by Wall St. Rank hold BDEC as of Q1 2026.

  • Raymond James Financial held 103,412 shares of Innovator US Equity Buffer ETF December worth $4.96M as of Q1 2026.
  • Raymond James Financial bought 8,851 Innovator US Equity Buffer ETF December shares in Q1 2026, an estimated $438K.
  • Innovator US Equity Buffer ETF December made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #2595 holding.
  • Raymond James Financial first reported a position in Innovator US Equity Buffer ETF December in Q4 2024 and has held it in 6 quarters since.
  • 111 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF December as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.