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

BCGM 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	$202K	Sell	4,397 -1,355	-24%	-$61K	0.04%	180
2026 Q1	$244K	Hold	5,752	–	–	0.06%	166
2025 Q4	$250K	Hold	5,752	–	–	0.06%	160
2025 Q3	$242K	Hold	5,752	–	–	0.06%	162
2025 Q2	$230K	Hold	5,752	–	–	0.06%	153
2025 Q1	$216K	Hold	5,752	–	–	0.07%	149
2024 Q4	$221K	Hold	5,752	–	–	0.07%	147
2024 Q3	$220K	Sell	5,752 -876	-13%	-$33.1K	0.07%	146
2024 Q2	$249K	Hold	6,628	–	–	0.09%	137
2024 Q1	$243K	Hold	6,628	–	–	0.09%	133
2023 Q4	$233K	Sell	6,628 -7,152	-52%	-$239K	0.09%	123
2023 Q3	$446K	Sell	13,780 -14,735	-52%	-$492K	0.2%	75
2023 Q2	$949K	Buy	28,515 +14,882	+109%	+$475K	0.42%	49
2023 Q1	$429K	Sell	13,633 -14,396	-51%	-$443K	0.22%	71
2022 Q4	$838K	Buy	+28,029	New	+$838K	0.41%	56

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

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

BCGM Wealth Management reduced its Innovator US Equity Power Buffer ETF December (PDEC) stake by 24% in Q2 2026, selling an estimated $61K and leaving 4,397 shares worth $202K. The position accounts for 0.04% of the portfolio, ranked #180.

BCGM Wealth Management first reported a position in PDEC in Q4 2022 and has held it in 15 quarters since. The position peaked at $949K in Q2 2023. 225 funds tracked by Wall St. Rank hold PDEC as of Q2 2026.

BCGM Wealth Management held 4,397 shares of Innovator US Equity Power Buffer ETF December worth $202K as of Q2 2026.
BCGM Wealth Management sold 1,355 Innovator US Equity Power Buffer ETF December shares in Q2 2026, an estimated $61K.
Innovator US Equity Power Buffer ETF December made up 0.04% of BCGM Wealth Management's portfolio in Q2 2026, its #180 holding.
BCGM 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.
BCGM Wealth Management's Innovator US Equity Power Buffer ETF December position peaked at $949K in Q2 2023.
225 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF December as of Q2 2026.

Based on BCGM Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.