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 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

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

Spire Wealth Management's BDEC Position: Q2 2026 in Review

Spire Wealth Management reduced its Innovator US Equity Buffer ETF December (BDEC) stake by 2.3% in Q2 2026, selling an estimated $12.5K and leaving 10,304 shares worth $548K. The position accounts for 0.02% of the portfolio, ranked #535.

Spire Wealth Management first reported a position in BDEC in Q1 2023 and has held it in 14 quarters since. 120 funds tracked by Wall St. Rank hold BDEC as of Q2 2026.

Spire Wealth Management held 10,304 shares of Innovator US Equity Buffer ETF December worth $548K as of Q2 2026.
Spire Wealth Management sold 240 Innovator US Equity Buffer ETF December shares in Q2 2026, an estimated $12.5K.
Innovator US Equity Buffer ETF December made up 0.02% of Spire Wealth Management's portfolio in Q2 2026, its #535 holding.
Spire Wealth Management first reported a position in Innovator US Equity Buffer ETF December in Q1 2023 and has held it in 14 quarters since.
120 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF December as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.