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

Atria Wealth Solutions’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
2025 Q2	$2.64M	Sell	65,925 -7,640	-10%	-$291K	0.06%	348
2025 Q1	$2.77M	Buy	73,565 +5,556	+8%	+$214K	0.03%	520
2024 Q4	$2.61M	Buy	68,009 +18,756	+38%	+$725K	0.03%	547
2024 Q3	$1.89M	Sell	49,253 -2,228	-4%	-$84.2K	0.02%	663
2024 Q2	$1.93M	Sell	51,481 -150	-0.3%	-$5.52K	0.02%	636
2024 Q1	$1.89M	Sell	51,631 -306	-0.6%	-$11K	0.02%	663
2023 Q4	$1.82M	Buy	51,937 +44,925	+641%	+$1.5M	0.02%	633
2023 Q3	$227K	Sell	7,012 -13	-0.2%	-$434	﹤0.01%	1611
2023 Q2	$234K	Sell	7,025 -120	-2%	-$3.83K	﹤0.01%	1601
2023 Q1	$225K	Buy	7,145 +192	+3%	+$5.91K	﹤0.01%	1606
2022 Q4	$208K	Buy	+6,953	New	+$208K	﹤0.01%	1591

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

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

Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

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

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

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

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

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

Atria Wealth Solutions's PDEC Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Innovator US Equity Power Buffer ETF December (PDEC) stake by 10% in Q2 2025, selling an estimated $291K and leaving 65,925 shares worth $2.64M. The position accounts for 0.06% of the portfolio, ranked #348.

Atria Wealth Solutions first reported a position in PDEC in Q4 2022 and has held it in 11 quarters since. The position peaked at $2.77M in Q1 2025. 214 funds tracked by Wall St. Rank hold PDEC as of Q2 2025.

Atria Wealth Solutions held 65,925 shares of Innovator US Equity Power Buffer ETF December worth $2.64M as of Q2 2025.
Atria Wealth Solutions sold 7,640 Innovator US Equity Power Buffer ETF December shares in Q2 2025, an estimated $291K.
Innovator US Equity Power Buffer ETF December made up 0.06% of Atria Wealth Solutions's portfolio in Q2 2025, its #348 holding.
Atria Wealth Solutions first reported a position in Innovator US Equity Power Buffer ETF December in Q4 2022 and has held it in 11 quarters since.
Atria Wealth Solutions's Innovator US Equity Power Buffer ETF December position peaked at $2.77M in Q1 2025.
214 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF December as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.