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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
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 $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
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
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HighTower Advisors
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

Atlantic Private Wealth's PDEC Position: Q1 2026 in Review

Atlantic Private Wealth increased its Innovator US Equity Power Buffer ETF December (PDEC) stake by 1,662% in Q1 2026, buying an estimated $632K and bringing the position to 15,451 shares worth $657K. The position accounts for 0.43% of the portfolio, ranked #30.

Atlantic Private Wealth first reported a position in PDEC in Q4 2025 and has held it in 2 quarters since. 229 funds tracked by Wall St. Rank hold PDEC as of Q1 2026.

  • Atlantic Private Wealth held 15,451 shares of Innovator US Equity Power Buffer ETF December worth $657K as of Q1 2026.
  • Atlantic Private Wealth bought 14,574 Innovator US Equity Power Buffer ETF December shares in Q1 2026, an estimated $632K.
  • Innovator US Equity Power Buffer ETF December made up 0.43% of Atlantic Private Wealth's portfolio in Q1 2026, its #30 holding.
  • Atlantic Private Wealth first reported a position in Innovator US Equity Power Buffer ETF December in Q4 2025 and has held it in 2 quarters since.
  • 229 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF December as of Q1 2026.

Based on Atlantic Private Wealth's 13F filing for Q1 2026, filed 8 May 2026.