Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
SWP
Stratos Wealth Partners’s
Innovator US Equity Buffer ETF December
BDEC
Stock Holding History
Stratos Wealth Partners’s Portfolio
BDEC Stock Details
BDEC Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2025
Q2
–
Sell
-8,490
Closed
-$355K
–
1426
2025
Q1
$355K
Hold
8,490
–
–
0.01%
1022
2024
Q4
$366K
Hold
8,490
–
–
0.01%
1057
2024
Q3
$366K
Hold
8,490
–
–
0.01%
1058
2024
Q2
$356K
Hold
8,490
–
–
0.01%
1027
2024
Q1
$345K
Hold
8,490
–
–
0.01%
1036
2023
Q4
$325K
Buy
+8,490
New
+$308K
0.01%
1040
Other funds holding BDEC
BCM
Brookstone Capital Management
Wheaton, Illinois
$9.96B AUM
23.61%
1-Year Est. Return
PCM
Penserra Capital Management
Orinda, California
$8.52B AUM
37.76%
1-Year Est. Return
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
New York
$70.5B AUM
21.68%
1-Year Est. Return
CAM
Cresset Asset Management
Chicago, Illinois
$23.1B AUM
27.04%
1-Year Est. Return
HighTower Advisors
Chicago, Illinois
$94.2B AUM
21.24%
1-Year Est. Return
Raymond James Financial
St Petersburg, Florida
$324B AUM
22.36%
1-Year Est. Return
William Blair & Company
Chicago, Illinois
$34.9B AUM
18.88%
1-Year Est. Return
MPCL
My Personal CFO LLC
Vancouver, Washington
$228M AUM
14.34%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close