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AE Wealth Management’s Innovator US Equity Power Buffer ETF December PDEC Stock Holding History

AE Wealth Management’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 		$1.52M Sell
33,217
-7,712
-19% -$347K 0.01% 756
2026
Q1 		$1.74M Sell
40,929
-670
-2% -$29K 0.01% 686
2025
Q4 		$1.8M Buy
41,599
+11,291
+37% +$482K 0.01% 635
2025
Q3 		$1.27M Sell
30,308
-14,154
-32% -$580K 0.01% 689
2025
Q2 		$1.78M Sell
44,462
-810
-2% -$30.9K 0.01% 559
2025
Q1 		$1.7M Sell
45,272
-443
-1% -$17.1K 0.01% 568
2024
Q4 		$1.76M Sell
45,715
-63,931
-58% -$2.47M 0.01% 565
2024
Q3 		$4.2M Sell
109,646
-4,952
-4% -$187K 0.04% 364
2024
Q2 		$4.3M Buy
114,598
+3,363
+3% +$124K 0.04% 364
2024
Q1 		$4.07M Sell
111,235
-51,117
-31% -$1.83M 0.05% 340
2023
Q4 		$5.78M Buy
162,352
+51,057
+46% +$1.71M 0.03% 553
2023
Q3 		$3.6M Sell
111,295
-29,998
-21% -$1M 0.02% 642
2023
Q2 		$4.7M Sell
141,293
-25,976
-16% -$830K 0.03% 555
2023
Q1 		$5.26M Buy
167,269
+18,702
+13% +$575K 0.03% 496
2022
Q4 		$4.44M Buy
148,567
+84,721
+133% +$2.53M 0.03% 504
2022
Q3 		$1.82M Buy
63,846
+3,243
+5% +$96.1K 0.01% 732
2022
Q2 		$1.74M Sell
60,603
-2,887
-5% -$85.8K 0.01% 711
2022
Q1 		$1.98M Sell
63,490
-7
-0% -$216 0.01% 705
2021
Q4 		$2.02M Buy
63,497
+21,206
+50% +$660K 0.01% 698
2021
Q3 		$1.3M Buy
42,291
+1,181
+3% +$36.2K 0.01% 786
2021
Q2 		$1.25M Sell
41,110
-4,673
-10% -$141K 0.01% 764
2021
Q1 		$1.36M Buy
45,783
+5,804
+15% +$170K 0.01% 682
2020
Q4 		$1.16M Buy
+39,979
New +$1.13M 0.01% 669

Other funds holding PDEC

AllianceBernstein
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
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Cetera Investment Advisers
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

AE Wealth Management's PDEC Position: Q2 2026 in Review

AE Wealth Management reduced its Innovator US Equity Power Buffer ETF December (PDEC) stake by 19% in Q2 2026, selling an estimated $347K and leaving 33,217 shares worth $1.52M. The position accounts for 0.01% of the portfolio, ranked #756.

AE Wealth Management first reported a position in PDEC in Q4 2020 and has held it in 23 quarters since. The position peaked at $5.78M in Q4 2023. 225 funds tracked by Wall St. Rank hold PDEC as of Q2 2026.

  • AE Wealth Management held 33,217 shares of Innovator US Equity Power Buffer ETF December worth $1.52M as of Q2 2026.
  • AE Wealth Management sold 7,712 Innovator US Equity Power Buffer ETF December shares in Q2 2026, an estimated $347K.
  • Innovator US Equity Power Buffer ETF December made up 0.01% of AE Wealth Management's portfolio in Q2 2026, its #756 holding.
  • AE Wealth Management first reported a position in Innovator US Equity Power Buffer ETF December in Q4 2020 and has held it in 23 quarters since.
  • AE Wealth Management's Innovator US Equity Power Buffer ETF December position peaked at $5.78M in Q4 2023.
  • 225 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF December as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.