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Atlantic Private Wealth’s Innovator US Equity Power Buffer ETF December PDEC Stock Holding History

Atlantic Private Wealth’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 		– Sell
-15,451
Closed -$657K – 313
2026
Q1 		$657K Buy
15,451
+14,574
+1,662% +$632K 0.43% 30
2025
Q4 		$38K Buy
+877
New +$37.4K 0.02% 133

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

Atlantic Private Wealth's PDEC Position: Q2 2026 in Review

Atlantic Private Wealth sold out of Innovator US Equity Power Buffer ETF December (PDEC) in Q2 2026, closing a stake of 15,451 shares — an estimated $657K sold.

Atlantic Private Wealth first reported a position in PDEC in Q4 2025 and held it in 2 quarters. The position peaked at $657K in Q1 2026. 225 funds tracked by Wall St. Rank hold PDEC as of Q2 2026.

  • Atlantic Private Wealth reported no remaining Innovator US Equity Power Buffer ETF December position as of Q2 2026 after selling out during the quarter.
  • Atlantic Private Wealth sold 15,451 Innovator US Equity Power Buffer ETF December shares in Q2 2026, an estimated $657K.
  • Atlantic Private Wealth first reported a position in Innovator US Equity Power Buffer ETF December in Q4 2025 and held it in 2 quarters.
  • Atlantic Private Wealth's Innovator US Equity Power Buffer ETF December position peaked at $657K in Q1 2026.
  • 225 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF December as of Q2 2026.

Based on Atlantic Private Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.