Steward Partners Investment Advisory’s Innovator US Equity Buffer ETF December BDEC Stock Holding History

Steward Partners Investment Advisory’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	$132K	Hold	2,489	–	–	﹤0.01%	2452
2026 Q1	$119K	Sell	2,489 -101	-4%	-$5K	﹤0.01%	2280
2025 Q4	$128K	Buy	2,590 +324	+14%	+$15.8K	﹤0.01%	2153
2025 Q3	$109K	Hold	2,266	–	–	﹤0.01%	2185
2025 Q2	$102K	Hold	2,266	–	–	﹤0.01%	2105
2025 Q1	$94.8K	Sell	2,266 -229	-9%	-$9.9K	﹤0.01%	2046
2024 Q4	$108K	Buy	2,495 +979	+65%	+$42.6K	﹤0.01%	1936
2024 Q3	$65.3K	Hold	1,516	–	–	﹤0.01%	2101
2024 Q2	$63.5K	Hold	1,516	–	–	﹤0.01%	1986
2024 Q1	$61.6K	Hold	1,516	–	–	﹤0.01%	2002
2023 Q4	$58K	Hold	1,516	–	–	﹤0.01%	1913
2023 Q3	$53K	Hold	1,516	–	–	﹤0.01%	1881
2023 Q2	$54.9K	Hold	1,516	–	–	﹤0.01%	1845
2023 Q1	$51.3K	Hold	1,516	–	–	﹤0.01%	1853
2022 Q4	$48.4K	Buy	+1,516	New	+$48K	﹤0.01%	1850

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 22.9% 1-Year Est. Return

Steward Partners Investment Advisory's BDEC Position: Q2 2026 in Review

Steward Partners Investment Advisory held its Innovator US Equity Buffer ETF December (BDEC) position steady in Q2 2026 at 2,489 shares worth $132K. The position accounts for ﹤0.01% of the portfolio, ranked #2452.

Steward Partners Investment Advisory 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.

Steward Partners Investment Advisory held 2,489 shares of Innovator US Equity Buffer ETF December worth $132K as of Q2 2026.
Steward Partners Investment Advisory left its Innovator US Equity Buffer ETF December share count unchanged in Q2 2026.
Innovator US Equity Buffer ETF December made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #2452 holding.
Steward Partners Investment Advisory 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 Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.