AWAG
PDEC icon

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

ARS Wealth Advisors Group’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 		$532K Hold
11,601
– – 0.04% 133
2026
Q1 		$493K Hold
11,601
– – 0.04% 127
2025
Q4 		$503K Hold
11,601
– – 0.05% 114
2025
Q3 		$487K Hold
11,601
– – 0.05% 112
2025
Q2 		$464K Sell
11,601
-1,671
-13% -$63.7K 0.05% 110
2025
Q1 		$499K Sell
13,272
-7,019
-35% -$271K 0.07% 92
2024
Q4 		$780K Sell
20,291
-949
-4% -$36.7K 0.11% 73
2024
Q3 		$814K Sell
21,240
-1,432
-6% -$54.1K 0.1% 80
2024
Q2 		$850K Sell
22,672
-603
-3% -$22.2K 0.11% 72
2024
Q1 		$852K Hold
23,275
– – 0.12% 74
2023
Q4 		$817K Buy
+23,275
New +$777K 0.12% 73

Other funds holding PDEC

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
CG
Caprock Group Boise, Idaho $5.22B AUM 42.47% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
CFS
CRA Financial Services Northfield, New Jersey $868M AUM 25.66% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

ARS Wealth Advisors Group's PDEC Position: Q2 2026 in Review

ARS Wealth Advisors Group held its Innovator US Equity Power Buffer ETF December (PDEC) position steady in Q2 2026 at 11,601 shares worth $532K. The position accounts for 0.04% of the portfolio, ranked #133.

ARS Wealth Advisors Group first reported a position in PDEC in Q4 2023 and has held it in 11 quarters since. The position peaked at $852K in Q1 2024. 80 funds tracked by Wall St. Rank hold PDEC as of Q2 2026.

  • ARS Wealth Advisors Group held 11,601 shares of Innovator US Equity Power Buffer ETF December worth $532K as of Q2 2026.
  • ARS Wealth Advisors Group left its Innovator US Equity Power Buffer ETF December share count unchanged in Q2 2026.
  • Innovator US Equity Power Buffer ETF December made up 0.04% of ARS Wealth Advisors Group's portfolio in Q2 2026, its #133 holding.
  • ARS Wealth Advisors Group first reported a position in Innovator US Equity Power Buffer ETF December in Q4 2023 and has held it in 11 quarters since.
  • ARS Wealth Advisors Group's Innovator US Equity Power Buffer ETF December position peaked at $852K in Q1 2024.
  • 80 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF December as of Q2 2026.

Based on ARS Wealth Advisors Group's 13F filing for Q2 2026, filed 16 Jul 2026.