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Advisory Advocates’s Innovator US Equity Power Buffer ETF December PDEC Stock Holding History

Advisory Advocates’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
Q1 		– Sell
-18,981
Closed -$823K – 175
2025
Q4 		$823K Buy
+18,981
New +$810K 0.82% 40

Other funds holding PDEC

AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Advisory Advocates's PDEC Position: Q1 2026 in Review

Advisory Advocates sold out of Innovator US Equity Power Buffer ETF December (PDEC) in Q1 2026, closing a stake of 18,981 shares — an estimated $823K sold.

Advisory Advocates first reported a position in PDEC in Q4 2025 and held it in 1 quarter. The position peaked at $823K in Q4 2025. 229 funds tracked by Wall St. Rank hold PDEC as of Q1 2026.

  • Advisory Advocates reported no remaining Innovator US Equity Power Buffer ETF December position as of Q1 2026 after selling out during the quarter.
  • Advisory Advocates sold 18,981 Innovator US Equity Power Buffer ETF December shares in Q1 2026, an estimated $823K.
  • Advisory Advocates first reported a position in Innovator US Equity Power Buffer ETF December in Q4 2025 and held it in 1 quarter.
  • Advisory Advocates's Innovator US Equity Power Buffer ETF December position peaked at $823K in Q4 2025.
  • 229 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF December as of Q1 2026.

Based on Advisory Advocates's 13F filing for Q1 2026, filed 5 May 2026.