AssuredPartners Investment Advisors’s Innovator US Equity Power Buffer ETF December PDEC Stock Holding History

AssuredPartners Investment 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	$255K	Hold	5,966	–	–	0.03%	350
2025 Q4	$259K	Buy	+5,966	New	+$255K	0.04%	296

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

AssuredPartners Investment Advisors's PDEC Position: Q1 2026 in Review

AssuredPartners Investment Advisors held its Innovator US Equity Power Buffer ETF December (PDEC) position steady in Q1 2026 at 5,966 shares worth $255K. The position accounts for 0.03% of the portfolio, ranked #350.

AssuredPartners Investment Advisors first reported a position in PDEC in Q4 2025 and has held it in 2 quarters since. The position peaked at $259K in Q4 2025. 229 funds tracked by Wall St. Rank hold PDEC as of Q1 2026.

AssuredPartners Investment Advisors held 5,966 shares of Innovator US Equity Power Buffer ETF December worth $255K as of Q1 2026.
AssuredPartners Investment Advisors left its Innovator US Equity Power Buffer ETF December share count unchanged in Q1 2026.
Innovator US Equity Power Buffer ETF December made up 0.03% of AssuredPartners Investment Advisors's portfolio in Q1 2026, its #350 holding.
AssuredPartners Investment Advisors first reported a position in Innovator US Equity Power Buffer ETF December in Q4 2025 and has held it in 2 quarters since.
AssuredPartners Investment Advisors's Innovator US Equity Power Buffer ETF December position peaked at $259K in Q4 2025.
229 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF December as of Q1 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.