Spire Wealth Management’s Innovator US Equity Buffer ETF December BDEC Stock Holding History

Spire Wealth Management’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	$563K	Buy	10,305 +1	+0%	+$54	0.02%	507
2026 Q2	$548K	Sell	10,304 -240	-2%	-$12.5K	0.02%	535
2026 Q1	$506K	Hold	10,544	–	–	0.02%	535
2025 Q4	$523K	Buy	10,544 +3,444	+49%	+$168K	0.02%	537
2025 Q3	$340K	Hold	7,100	–	–	0.01%	634
2025 Q2	$321K	Buy	7,100 +1	+0%	+$43	0.01%	625
2025 Q1	$297K	Sell	7,099 -1	-0%	-$43	0.01%	716
2024 Q4	$306K	Buy	7,100 +5,300	+294%	+$231K	0.01%	698
2024 Q3	$77.5K	Hold	1,800	–	–	﹤0.01%	994
2024 Q2	$75.4K	Hold	1,800	–	–	﹤0.01%	979
2024 Q1	$73.1K	Hold	1,800	–	–	﹤0.01%	1091
2023 Q4	$69.7K	Hold	1,800	–	–	﹤0.01%	1097
2023 Q3	$62.9K	Hold	1,800	–	–	﹤0.01%	1084
2023 Q2	$65.2K	Hold	1,800	–	–	﹤0.01%	1101
2023 Q1	$60.9K	Buy	+1,800	New	+$59.5K	﹤0.01%	1122

Other funds holding BDEC

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

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

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Integral Investment Advisors Turlock, California $465M AUM 16.95% 1-Year Est. Return

Trek Financial Scottsdale, Arizona $2.16B AUM 42.56% 1-Year Est. Return

Spire Wealth Management's BDEC Position: Q3 2026 in Review

Spire Wealth Management increased its Innovator US Equity Buffer ETF December (BDEC) stake by 0.01% in Q3 2026, buying an estimated $54 and bringing the position to 10,305 shares worth $563K. The position accounts for 0.02% of the portfolio, ranked #507.

Spire Wealth Management first reported a position in BDEC in Q1 2023 and has held it in 15 quarters since. 64 funds tracked by Wall St. Rank hold BDEC as of Q3 2026.

Spire Wealth Management held 10,305 shares of Innovator US Equity Buffer ETF December worth $563K as of Q3 2026.
Spire Wealth Management bought 1 Innovator US Equity Buffer ETF December share in Q3 2026, an estimated $54.
Innovator US Equity Buffer ETF December made up 0.02% of Spire Wealth Management's portfolio in Q3 2026, its #507 holding.
Spire Wealth Management first reported a position in Innovator US Equity Buffer ETF December in Q1 2023 and has held it in 15 quarters since.
64 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF December as of Q3 2026.

Based on Spire Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.