Atticus Wealth Management’s Innovator US Equity Power Buffer ETF December PDEC Stock Holding History

Atticus Wealth Management’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	$2.1M	Sell	45,848 -200	-0.4%	-$9K	0.5%	40
2026 Q1	$1.96M	Sell	46,048 -1,590	-3%	-$68.9K	0.53%	34
2025 Q4	$2.07M	Sell	47,638 -90	-0.2%	-$3.84K	0.51%	33
2025 Q3	$2.01M	Hold	47,728	–	–	0.51%	34
2025 Q2	$1.91M	Hold	47,728	–	–	0.52%	31
2025 Q1	$1.79M	Hold	47,728	–	–	0.59%	30
2024 Q4	$1.83M	Hold	47,728	–	–	0.57%	31
2024 Q3	$1.83M	Hold	47,728	–	–	0.59%	30
2024 Q2	$1.79M	Hold	47,728	–	–	0.59%	29
2024 Q1	$1.75M	Hold	47,728	–	–	0.57%	31
2023 Q4	$1.68M	Buy	47,728 +16,978	+55%	+$567K	0.59%	29
2023 Q3	$995K	Hold	30,750	–	–	0.38%	37
2023 Q2	$1.02M	Sell	30,750 -26,207	-46%	-$837K	0.38%	38
2023 Q1	$1.79M	Buy	56,957 +26,207	+85%	+$806K	0.68%	23
2022 Q4	$919K	Buy	+30,750	New	+$919K	0.38%	49

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

Atticus Wealth Management's PDEC Position: Q2 2026 in Review

Atticus Wealth Management reduced its Innovator US Equity Power Buffer ETF December (PDEC) stake by 0.43% in Q2 2026, selling an estimated $9K and leaving 45,848 shares worth $2.1M. The position accounts for 0.5% of the portfolio, ranked #40.

Atticus Wealth Management first reported a position in PDEC in Q4 2022 and has held it in 15 quarters since. 225 funds tracked by Wall St. Rank hold PDEC as of Q2 2026.

Atticus Wealth Management held 45,848 shares of Innovator US Equity Power Buffer ETF December worth $2.1M as of Q2 2026.
Atticus Wealth Management sold 200 Innovator US Equity Power Buffer ETF December shares in Q2 2026, an estimated $9K.
Innovator US Equity Power Buffer ETF December made up 0.5% of Atticus Wealth Management's portfolio in Q2 2026, its #40 holding.
Atticus Wealth Management first reported a position in Innovator US Equity Power Buffer ETF December in Q4 2022 and has held it in 15 quarters since.
225 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF December as of Q2 2026.

Based on Atticus Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.