Arkadios Wealth Advisors’s Innovator US Equity Power Buffer ETF December PDEC Stock Holding History

Arkadios Wealth Advisors’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	$1.22M	Buy	28,614 +2,019	+8%	+$87.5K	0.02%	698
2025 Q4	$1.15M	Buy	26,595 +20,738	+354%	+$885K	0.02%	636
2025 Q3	$246K	Sell	5,857 -14,005	-71%	-$573K	0.01%	1248
2025 Q2	$795K	Buy	19,862 +2,426	+14%	+$92.5K	0.02%	666
2025 Q1	$656K	Buy	+17,436	New	+$672K	0.02%	607
2021 Q3	–	Sell	-200	Closed	-$6K	–	2003
2021 Q2	$6K	Hold	200	–	–	﹤0.01%	1682
2021 Q1	$5K	Hold	200	–	–	﹤0.01%	1371
2020 Q4	$5K	Buy	+200	New	+$5.65K	﹤0.01%	1126

Other funds holding PDEC

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Arkadios Wealth Advisors's PDEC Position: Q1 2026 in Review

Arkadios Wealth Advisors increased its Innovator US Equity Power Buffer ETF December (PDEC) stake by 7.6% in Q1 2026, buying an estimated $87.5K and bringing the position to 28,614 shares worth $1.22M. The position accounts for 0.02% of the portfolio, ranked #698.

Arkadios Wealth Advisors first reported a position in PDEC in Q4 2020 and has held it in 8 quarters since. 229 funds tracked by Wall St. Rank hold PDEC as of Q1 2026.

Arkadios Wealth Advisors held 28,614 shares of Innovator US Equity Power Buffer ETF December worth $1.22M as of Q1 2026.
Arkadios Wealth Advisors bought 2,019 Innovator US Equity Power Buffer ETF December shares in Q1 2026, an estimated $87.5K.
Innovator US Equity Power Buffer ETF December made up 0.02% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #698 holding.
Arkadios Wealth Advisors first reported a position in Innovator US Equity Power Buffer ETF December in Q4 2020 and has held it in 8 quarters since.
229 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF December as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.