Beacon Financial Advisory
PDEC icon

Beacon Financial Advisory’s Innovator US Equity Power Buffer ETF December PDEC Stock Holding History

Beacon Financial Advisory’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
Q3 		$500K Hold
10,612
– – 0.09% 256
2026
Q2 		$487K Sell
10,612
-2,600
-20% -$117K 0.1% 249
2026
Q1 		$562K Hold
13,212
– – 0.13% 203
2025
Q4 		$573K Buy
13,212
+425
+3% +$18.1K 0.13% 193
2025
Q3 		$537K Hold
12,787
– – 0.12% 200
2025
Q2 		$512K Buy
12,787
+1,163
+10% +$44.3K 0.13% 198
2025
Q1 		$437K Hold
11,624
– – 0.13% 184
2024
Q4 		$447K Buy
11,624
+5,600
+93% +$216K 0.15% 178
2024
Q3 		$231K Hold
6,024
– – 0.08% 264
2024
Q2 		$226K Hold
6,024
– – 0.08% 254
2024
Q1 		$220K Sell
6,024
-300
-5% -$10.7K 0.11% 221
2023
Q4 		$222K Buy
+6,324
New +$211K 0.11% 227

Other funds holding PDEC

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Bellwether Advisors
Bellwether Advisors Lincoln, Nebraska $682M AUM 32.93% 1-Year Est. Return
MBL Wealth
MBL Wealth Charlotte, North Carolina $1.67B AUM 13.43% 1-Year Est. Return
Belpointe Asset Management
Belpointe Asset Management Reno, Nevada $3.63B AUM 17.81% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
CRA Financial Services
CRA Financial Services Northfield, New Jersey $904M AUM 20.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Beacon Financial Advisory's PDEC Position: Q3 2026 in Review

Beacon Financial Advisory held its Innovator US Equity Power Buffer ETF December (PDEC) position steady in Q3 2026 at 10,612 shares worth $500K. The position accounts for 0.09% of the portfolio, ranked #256.

Beacon Financial Advisory first reported a position in PDEC in Q4 2023 and has held it in 12 quarters since. The position peaked at $573K in Q4 2025. 141 funds tracked by Wall St. Rank hold PDEC as of Q3 2026.

  • Beacon Financial Advisory held 10,612 shares of Innovator US Equity Power Buffer ETF December worth $500K as of Q3 2026.
  • Beacon Financial Advisory left its Innovator US Equity Power Buffer ETF December share count unchanged in Q3 2026.
  • Innovator US Equity Power Buffer ETF December made up 0.09% of Beacon Financial Advisory's portfolio in Q3 2026, its #256 holding.
  • Beacon Financial Advisory first reported a position in Innovator US Equity Power Buffer ETF December in Q4 2023 and has held it in 12 quarters since.
  • Beacon Financial Advisory's Innovator US Equity Power Buffer ETF December position peaked at $573K in Q4 2025.
  • 141 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF December as of Q3 2026.

Based on Beacon Financial Advisory's 13F filing for Q3 2026, filed 16 Oct 2026.