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BFI Wealth Solutions’s Innovator US Equity Power Buffer ETF December PDEC Stock Holding History

BFI Wealth Solutions’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 		$971K Sell
21,165
-515
-2% -$23.2K 0.72% 42
2026
Q1 		$927K Buy
21,680
+6,224
+40% +$270K 0.89% 40
2025
Q4 		$670K Buy
+15,456
New +$659K 0.64% 42

Other funds holding PDEC

AllianceBernstein
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
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Cetera Investment Advisers
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

BFI Wealth Solutions's PDEC Position: Q2 2026 in Review

BFI Wealth Solutions reduced its Innovator US Equity Power Buffer ETF December (PDEC) stake by 2.4% in Q2 2026, selling an estimated $23.2K and leaving 21,165 shares worth $971K. The position accounts for 0.72% of the portfolio, ranked #42.

BFI Wealth Solutions first reported a position in PDEC in Q4 2025 and has held it in 3 quarters since. 225 funds tracked by Wall St. Rank hold PDEC as of Q2 2026.

  • BFI Wealth Solutions held 21,165 shares of Innovator US Equity Power Buffer ETF December worth $971K as of Q2 2026.
  • BFI Wealth Solutions sold 515 Innovator US Equity Power Buffer ETF December shares in Q2 2026, an estimated $23.2K.
  • Innovator US Equity Power Buffer ETF December made up 0.72% of BFI Wealth Solutions's portfolio in Q2 2026, its #42 holding.
  • BFI Wealth Solutions first reported a position in Innovator US Equity Power Buffer ETF December in Q4 2025 and has held it in 3 quarters since.
  • 225 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF December as of Q2 2026.

Based on BFI Wealth Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.