CIAS
PDEC icon

Capital Investment Advisory Services’s Innovator US Equity Power Buffer ETF December PDEC Stock Holding History

Capital Investment Advisory Services’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 		$374K Sell
8,148
-145
-2% -$6.53K 0.02% 511
2026
Q1 		$352K Hold
8,293
– – 0.03% 473
2025
Q4 		$360K Buy
8,293
+145
+2% +$6.19K 0.03% 452
2025
Q3 		$342K Sell
8,148
-30
-0.4% -$1.23K 0.03% 446
2025
Q2 		$327K Buy
8,178
+7,665
+1,494% +$292K 0.03% 433
2025
Q1 		$19.3K Sell
513
-50
-9% -$1.93K ﹤0.01% 815
2024
Q4 		$21.6K Buy
563
+513
+1,026% +$19.8K ﹤0.01% 751
2024
Q3 		$1.92K Hold
50
– – ﹤0.01% 936
2024
Q2 		$1.88K Hold
50
– – ﹤0.01% 917
2024
Q1 		$1.83K Hold
50
– – ﹤0.01% 916
2023
Q4 		$1.75K Buy
50
+15
+43% +$501 ﹤0.01% 947
2023
Q3 		$1.13K Hold
35
– – ﹤0.01% 920
2023
Q2 		$1.17K Hold
35
– – ﹤0.01% 859
2023
Q1 		$1.1K Buy
+35
New +$1.08K ﹤0.01% 854

Other funds holding PDEC

MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 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
CRWM
Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return
PWMG
Pinnacle Wealth Management Group Plymouth, Michigan $214M AUM 20.07% 1-Year Est. Return
YWS
Yarger Wealth Strategies Westerville, Ohio $278M AUM 22.01% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
DI
Diligent Investors Redlands, California $449M AUM 26.15% 1-Year Est. Return

Capital Investment Advisory Services's PDEC Position: Q2 2026 in Review

Capital Investment Advisory Services reduced its Innovator US Equity Power Buffer ETF December (PDEC) stake by 1.7% in Q2 2026, selling an estimated $6.53K and leaving 8,148 shares worth $374K. The position accounts for 0.02% of the portfolio, ranked #511.

Capital Investment Advisory Services first reported a position in PDEC in Q1 2023 and has held it in 14 quarters since. 60 funds tracked by Wall St. Rank hold PDEC as of Q2 2026.

  • Capital Investment Advisory Services held 8,148 shares of Innovator US Equity Power Buffer ETF December worth $374K as of Q2 2026.
  • Capital Investment Advisory Services sold 145 Innovator US Equity Power Buffer ETF December shares in Q2 2026, an estimated $6.53K.
  • Innovator US Equity Power Buffer ETF December made up 0.02% of Capital Investment Advisory Services's portfolio in Q2 2026, its #511 holding.
  • Capital Investment Advisory Services first reported a position in Innovator US Equity Power Buffer ETF December in Q1 2023 and has held it in 14 quarters since.
  • 60 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF December as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.