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 Q2	$400K	Hold	7,525	–	–	0.04%	164
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

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

Souders Financial Advisors's BDEC Position: Q2 2026 in Review

Souders Financial Advisors held its Innovator US Equity Buffer ETF December (BDEC) position steady in Q2 2026 at 7,525 shares worth $400K. The position accounts for 0.04% of the portfolio, ranked #164.

Souders Financial Advisors first reported a position in BDEC in Q4 2022 and has held it in 15 quarters since. 121 funds tracked by Wall St. Rank hold BDEC as of Q2 2026.

Souders Financial Advisors held 7,525 shares of Innovator US Equity Buffer ETF December worth $400K as of Q2 2026.
Souders Financial Advisors left its Innovator US Equity Buffer ETF December share count unchanged in Q2 2026.
Innovator US Equity Buffer ETF December made up 0.04% of Souders Financial Advisors's portfolio in Q2 2026, its #164 holding.
Souders Financial Advisors first reported a position in Innovator US Equity Buffer ETF December in Q4 2022 and has held it in 15 quarters since.
121 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF December as of Q2 2026.

Based on Souders Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.