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ATX Financial Planning’s Innovator US Equity Power Buffer ETF December PDEC Stock Holding History

ATX Financial Planning’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 		$257K Hold
5,603
– – 0.17% 77
2026
Q1 		$238K Sell
5,603
-1,356
-19% -$58.8K 0.18% 79
2025
Q4 		$302K Buy
+6,959
New +$297K 0.23% 74

Other funds holding PDEC

AllianceBernstein
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
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Cetera Investment Advisers
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

ATX Financial Planning's PDEC Position: Q2 2026 in Review

ATX Financial Planning held its Innovator US Equity Power Buffer ETF December (PDEC) position steady in Q2 2026 at 5,603 shares worth $257K. The position accounts for 0.17% of the portfolio, ranked #77.

ATX Financial Planning first reported a position in PDEC in Q4 2025 and has held it in 3 quarters since. The position peaked at $302K in Q4 2025. 225 funds tracked by Wall St. Rank hold PDEC as of Q2 2026.

  • ATX Financial Planning held 5,603 shares of Innovator US Equity Power Buffer ETF December worth $257K as of Q2 2026.
  • ATX Financial Planning left its Innovator US Equity Power Buffer ETF December share count unchanged in Q2 2026.
  • Innovator US Equity Power Buffer ETF December made up 0.17% of ATX Financial Planning's portfolio in Q2 2026, its #77 holding.
  • ATX Financial Planning first reported a position in Innovator US Equity Power Buffer ETF December in Q4 2025 and has held it in 3 quarters since.
  • ATX Financial Planning's Innovator US Equity Power Buffer ETF December position peaked at $302K in Q4 2025.
  • 225 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF December as of Q2 2026.

Based on ATX Financial Planning's 13F filing for Q2 2026, filed 20 Aug 2026.