Atria Investments’s Innovator US Equity Power Buffer ETF December PDEC Stock Holding History

Atria Investments’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	$4.79M	Buy	104,353 +49,843	+91%	+$2.24M	0.05%	396
2026 Q1	$2.32M	Sell	54,510 -53,041	-49%	-$2.3M	0.03%	649
2025 Q4	$4.67M	Sell	107,551 -36,186	-25%	-$1.54M	0.05%	395
2025 Q3	$6.04M	Buy	143,737 +3,355	+2%	+$137K	0.07%	324
2025 Q2	$5.62M	Buy	140,382 +31,206	+29%	+$1.19M	0.07%	344
2025 Q1	$4.11M	Buy	+109,176	New	+$4.21M	0.05%	428
2020 Q2	–	Sell	-10,491	Closed	-$250K	–	704
2020 Q1	$250K	Buy	+10,491	New	+$272K	0.02%	475

Other funds holding PDEC

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 Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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

Atria Investments's PDEC Position: Q2 2026 in Review

Atria Investments increased its Innovator US Equity Power Buffer ETF December (PDEC) stake by 91% in Q2 2026, buying an estimated $2.24M and bringing the position to 104,353 shares worth $4.79M. The position accounts for 0.05% of the portfolio, ranked #396.

Atria Investments first reported a position in PDEC in Q1 2020 and has held it in 7 quarters since. The position peaked at $6.04M in Q3 2025. 225 funds tracked by Wall St. Rank hold PDEC as of Q2 2026.

Atria Investments held 104,353 shares of Innovator US Equity Power Buffer ETF December worth $4.79M as of Q2 2026.
Atria Investments bought 49,843 Innovator US Equity Power Buffer ETF December shares in Q2 2026, an estimated $2.24M.
Innovator US Equity Power Buffer ETF December made up 0.05% of Atria Investments's portfolio in Q2 2026, its #396 holding.
Atria Investments first reported a position in Innovator US Equity Power Buffer ETF December in Q1 2020 and has held it in 7 quarters since.
Atria Investments's Innovator US Equity Power Buffer ETF December position peaked at $6.04M in Q3 2025.
225 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF December as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.