Souders Financial Advisors’s Innovator US Equity Buffer ETF December BDEC Stock Holding History

Souders Financial Advisors’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	$361K	Hold	7,525	–	–	0.04%	167
2025 Q4	$373K	Hold	7,525	–	–	0.04%	162
2025 Q3	$361K	Hold	7,525	–	–	0.04%	156
2025 Q2	$340K	Hold	7,525	–	–	0.04%	155
2025 Q1	$315K	Hold	7,525	–	–	0.04%	151
2024 Q4	$324K	Hold	7,525	–	–	0.05%	146
2024 Q3	$324K	Hold	7,525	–	–	0.05%	139
2024 Q2	$315K	Hold	7,525	–	–	0.05%	141
2024 Q1	$306K	Hold	7,525	–	–	0.05%	142
2023 Q4	$288K	Hold	7,525	–	–	0.05%	145
2023 Q3	$263K	Hold	7,525	–	–	0.05%	145
2023 Q2	$273K	Sell	7,525 -720	-9%	-$24.8K	0.05%	140
2023 Q1	$279K	Hold	8,245	–	–	0.06%	134
2022 Q4	$263K	Buy	+8,245	New	+$261K	0.06%	140

Other funds holding BDEC

Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return

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 Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cerity Partners

Cerity Partners New York $70.5B AUM 21.68% 1-Year Est. Return

Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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