Advisornet Financial’s Innovator US Equity Power Buffer ETF December PDEC Stock Holding History

Advisornet Financial’s Portfolio PDEC Stock Details PDEC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$808K	Sell	17,601 -3,663	-17%	-$165K	0.04%	314
2026 Q1	$904K	Hold	21,264	–	–	0.05%	271
2025 Q4	$922K	Buy	21,264 +4,068	+24%	+$174K	0.05%	271
2025 Q3	$723K	Sell	17,196 -1,593	-8%	-$65.2K	0.04%	314
2025 Q2	$752K	Hold	18,789	–	–	0.05%	287
2025 Q1	$706K	Sell	18,789 -381	-2%	-$14.7K	0.05%	279
2024 Q4	$737K	Sell	19,170 -828	-4%	-$32K	0.06%	239
2024 Q3	$766K	Hold	19,998	–	–	0.06%	259
2024 Q2	$750K	Hold	19,998	–	–	0.07%	242
2024 Q1	$732K	Hold	19,998	–	–	0.07%	249
2023 Q4	$702K	Buy	19,998 +16,416	+458%	+$548K	0.06%	266
2023 Q3	$116K	Hold	3,582	–	–	0.01%	583
2023 Q2	$119K	Hold	3,582	–	–	0.01%	602
2023 Q1	$113K	Hold	3,582	–	–	0.01%	596
2022 Q4	$107K	Buy	+3,582	New	+$107K	0.01%	606
2020 Q3	–	Sell	-62	Closed	-$2K	–	1833
2020 Q2	$2K	Hold	62	–	–	﹤0.01%	1610
2020 Q1	$1K	Hold	62	–	–	﹤0.01%	1699
2019 Q4	$2K	Buy	+62	New	+$1.65K	﹤0.01%	1694

Other funds holding PDEC

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Advisornet Financial's PDEC Position: Q2 2026 in Review

Advisornet Financial reduced its Innovator US Equity Power Buffer ETF December (PDEC) stake by 17% in Q2 2026, selling an estimated $165K and leaving 17,601 shares worth $808K. The position accounts for 0.04% of the portfolio, ranked #314.

Advisornet Financial first reported a position in PDEC in Q4 2019 and has held it in 18 quarters since. The position peaked at $922K in Q4 2025. 225 funds tracked by Wall St. Rank hold PDEC as of Q2 2026.

Advisornet Financial held 17,601 shares of Innovator US Equity Power Buffer ETF December worth $808K as of Q2 2026.
Advisornet Financial sold 3,663 Innovator US Equity Power Buffer ETF December shares in Q2 2026, an estimated $165K.
Innovator US Equity Power Buffer ETF December made up 0.04% of Advisornet Financial's portfolio in Q2 2026, its #314 holding.
Advisornet Financial first reported a position in Innovator US Equity Power Buffer ETF December in Q4 2019 and has held it in 18 quarters since.
Advisornet Financial's Innovator US Equity Power Buffer ETF December position peaked at $922K in Q4 2025.
225 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF December as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.