Carson Wealth (CWM LLC)
PDEC icon

Carson Wealth (CWM LLC)’s Innovator US Equity Power Buffer ETF December PDEC Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$73.8K Sell
1,736
-3,346
-66% -$145K ﹤0.01% 3511
2025
Q4 		$220K Sell
5,082
-322
-6% -$13.7K ﹤0.01% 2491
2025
Q3 		$227K Buy
5,404
+222
+4% +$9.09K ﹤0.01% 2350
2025
Q2 		$207K Buy
5,182
+92
+2% +$3.51K ﹤0.01% 2146
2025
Q1 		$191K Hold
5,090
– – ﹤0.01% 1949
2024
Q4 		$196K Hold
5,090
– – ﹤0.01% 1834
2024
Q3 		$195K Sell
5,090
-183
-3% -$6.92K ﹤0.01% 1769
2024
Q2 		$198K Buy
5,273
+116
+2% +$4.27K ﹤0.01% 1589
2024
Q1 		$189K Buy
5,157
+167
+3% +$5.98K ﹤0.01% 1545
2023
Q4 		$175K Hold
4,990
– – ﹤0.01% 1475
2023
Q3 		$161K Hold
4,990
– – ﹤0.01% 1397
2023
Q2 		$166K Hold
4,990
– – ﹤0.01% 1326
2023
Q1 		$157K Sell
4,990
-3,527
-41% -$109K ﹤0.01% 1299
2022
Q4 		$255K Buy
8,517
+8,347
+4,910% +$249K ﹤0.01% 1015
2022
Q3 		$5K Hold
170
– – ﹤0.01% 3088
2022
Q2 		$5K Sell
170
-325
-66% -$9.66K ﹤0.01% 2999
2022
Q1 		$15K Hold
495
– – ﹤0.01% 2260
2021
Q4 		$16K Buy
+495
New +$15.4K ﹤0.01% 2113

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
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Carson Wealth (CWM LLC)'s PDEC Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Innovator US Equity Power Buffer ETF December (PDEC) stake by 66% in Q1 2026, selling an estimated $145K and leaving 1,736 shares worth $73.8K. The position accounts for ﹤0.01% of the portfolio, ranked #3511.

Carson Wealth (CWM LLC) first reported a position in PDEC in Q4 2021 and has held it in 18 quarters since. The position peaked at $255K in Q4 2022. 229 funds tracked by Wall St. Rank hold PDEC as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,736 shares of Innovator US Equity Power Buffer ETF December worth $73.8K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 3,346 Innovator US Equity Power Buffer ETF December shares in Q1 2026, an estimated $145K.
  • Innovator US Equity Power Buffer ETF December made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3511 holding.
  • Carson Wealth (CWM LLC) first reported a position in Innovator US Equity Power Buffer ETF December in Q4 2021 and has held it in 18 quarters since.
  • Carson Wealth (CWM LLC)'s Innovator US Equity Power Buffer ETF December position peaked at $255K in Q4 2022.
  • 229 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF December as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.