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Bedel Financial Consulting’s Innovator US Equity Power Buffer ETF December PDEC Stock Holding History

Bedel Financial Consulting’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 		$271K Hold
5,908
– – 0.03% 258
2026
Q1 		$251K Hold
5,908
– – 0.03% 254
2025
Q4 		$256K Hold
5,908
– – 0.03% 238
2025
Q3 		$248K Hold
5,908
– – 0.03% 240
2025
Q2 		$236K Hold
5,908
– – 0.03% 243
2025
Q1 		$222K Hold
5,908
– – 0.03% 243
2024
Q4 		$231K Hold
5,908
– – 0.03% 238
2024
Q3 		$226K Sell
5,908
-579
-9% -$21.9K 0.03% 239
2024
Q2 		$243K Sell
6,487
-463
-7% -$17K 0.04% 215
2024
Q1 		$254K Hold
6,950
– – 0.04% 218
2023
Q4 		$244K Buy
6,950
+186
+3% +$6.21K 0.04% 214
2023
Q3 		$219K Hold
6,764
– – 0.04% 214
2023
Q2 		$225K Hold
6,764
– – 0.05% 219
2023
Q1 		$213K Sell
6,764
-1,239
-15% -$38.1K 0.05% 214
2022
Q4 		$239K Buy
+8,003
New +$239K 0.06% 192
2022
Q2 		– Sell
-6,772
Closed -$211K – 680
2022
Q1 		$211K Buy
6,772
+926
+16% +$28.6K 0.07% 179
2021
Q4 		$186K Buy
5,846
+430
+8% +$13.4K 0.06% 197
2021
Q3 		$167K Sell
5,416
-78
-1% -$2.39K 0.06% 202
2021
Q2 		$168K Hold
5,494
– – 0.06% 199
2021
Q1 		$164K Hold
5,494
– – 0.06% 192
2020
Q4 		$159K Buy
5,494
+1,399
+34% +$39.6K 0.07% 172
2020
Q3 		$113K Hold
4,095
– – 0.06% 195
2020
Q2 		$109K Hold
4,095
– – 0.06% 185
2020
Q1 		$97K Buy
4,095
+745
+22% +$19.3K 0.06% 181
2019
Q4 		$90K Buy
+3,350
New +$89K 0.05% 222

Other funds holding PDEC

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return
CG
Caprock Group Boise, Idaho $5.22B AUM 42.47% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
CFS
CRA Financial Services Northfield, New Jersey $868M AUM 25.66% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

Bedel Financial Consulting's PDEC Position: Q2 2026 in Review

Bedel Financial Consulting held its Innovator US Equity Power Buffer ETF December (PDEC) position steady in Q2 2026 at 5,908 shares worth $271K. The position accounts for 0.03% of the portfolio, ranked #258.

Bedel Financial Consulting first reported a position in PDEC in Q4 2019 and has held it in 25 quarters since. 102 funds tracked by Wall St. Rank hold PDEC as of Q2 2026.

  • Bedel Financial Consulting held 5,908 shares of Innovator US Equity Power Buffer ETF December worth $271K as of Q2 2026.
  • Bedel Financial Consulting left its Innovator US Equity Power Buffer ETF December share count unchanged in Q2 2026.
  • Innovator US Equity Power Buffer ETF December made up 0.03% of Bedel Financial Consulting's portfolio in Q2 2026, its #258 holding.
  • Bedel Financial Consulting first reported a position in Innovator US Equity Power Buffer ETF December in Q4 2019 and has held it in 25 quarters since.
  • 102 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF December as of Q2 2026.

Based on Bedel Financial Consulting's 13F filing for Q2 2026, filed 29 Jul 2026.