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 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 $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

Atria Investments's PDEC Position: Q1 2026 in Review

Atria Investments reduced its Innovator US Equity Power Buffer ETF December (PDEC) stake by 49% in Q1 2026, selling an estimated $2.3M and leaving 54,510 shares worth $2.32M. The position accounts for 0.03% of the portfolio, ranked #649.

Atria Investments first reported a position in PDEC in Q1 2020 and has held it in 6 quarters since. The position peaked at $6.04M in Q3 2025. 229 funds tracked by Wall St. Rank hold PDEC as of Q1 2026.

Atria Investments held 54,510 shares of Innovator US Equity Power Buffer ETF December worth $2.32M as of Q1 2026.
Atria Investments sold 53,041 Innovator US Equity Power Buffer ETF December shares in Q1 2026, an estimated $2.3M.
Innovator US Equity Power Buffer ETF December made up 0.03% of Atria Investments's portfolio in Q1 2026, its #649 holding.
Atria Investments first reported a position in Innovator US Equity Power Buffer ETF December in Q1 2020 and has held it in 6 quarters since.
Atria Investments's Innovator US Equity Power Buffer ETF December position peaked at $6.04M in Q3 2025.
229 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF December as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.