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

Axxcess 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	$960K	Buy	+20,922	New	+$942K	0.02%	545
2026 Q1	–	Sell	-9,257	Closed	-$402K	–	807
2025 Q4	$402K	Hold	9,257	–	–	0.01%	757
2025 Q3	$389K	Sell	9,257 -258	-3%	-$10.6K	0.01%	688
2025 Q2	$381K	Hold	9,515	–	–	0.01%	659
2025 Q1	$358K	Buy	+9,515	New	+$367K	0.01%	630
2024 Q3	–	Sell	-7,550	Closed	-$283K	–	931
2024 Q2	$283K	Hold	7,550	–	–	0.01%	668
2024 Q1	$276K	Hold	7,550	–	–	0.01%	696
2023 Q4	$265K	Buy	+7,550	New	+$252K	0.01%	684
2023 Q3	–	Sell	-8,359	Closed	-$278K	–	827
2023 Q2	$278K	Hold	8,359	–	–	0.02%	468
2023 Q1	$263K	Hold	8,359	–	–	0.02%	514
2022 Q4	$250K	Buy	+8,359	New	+$250K	0.02%	497

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

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

Axxcess Wealth Management opened a new position in Innovator US Equity Power Buffer ETF December (PDEC) in Q2 2026: 20,922 shares worth $960K. The stake represents 0.02% of the portfolio and ranks #545 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in PDEC as recently as Q4 2025.

Axxcess Wealth Management first reported a position in PDEC in Q4 2022 and has held it in 11 quarters since. 225 funds tracked by Wall St. Rank hold PDEC as of Q2 2026.

Axxcess Wealth Management held 20,922 shares of Innovator US Equity Power Buffer ETF December worth $960K as of Q2 2026.
Innovator US Equity Power Buffer ETF December was a new Axxcess Wealth Management position in Q2 2026.
Innovator US Equity Power Buffer ETF December made up 0.02% of Axxcess Wealth Management's portfolio in Q2 2026, its #545 holding.
Axxcess Wealth Management first reported a position in Innovator US Equity Power Buffer ETF December in Q4 2022 and has held it in 11 quarters since.
225 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF December as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.