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

Bernard Wealth Management’s Portfolio PDEC Stock Details PDEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$122K Hold
3,037
– – 0.06% 78
2025
Q1 		$114K Hold
3,037
– – 0.06% 75
2024
Q4 		$117K Buy
+3,037
New +$117K 0.05% 76