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Cassady Wealth & Retirement Planning’s Innovator US Equity Power Buffer ETF December PDEC Stock Holding History

Cassady Wealth & Retirement Planning’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 		$3.57M Sell
77,697
-242
-0.3% -$10.9K 1.66% 22
2026
Q1 		$3.5M Sell
77,939
-33
-0% -$1.43K 1.81% 18
2025
Q4 		$3.38M Buy
+77,972
New +$3.33M 2.21% 13

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

Cassady Wealth & Retirement Planning's PDEC Position: Q2 2026 in Review

Cassady Wealth & Retirement Planning reduced its Innovator US Equity Power Buffer ETF December (PDEC) stake by 0.31% in Q2 2026, selling an estimated $10.9K and leaving 77,697 shares worth $3.57M. The position accounts for 1.66% of the portfolio, ranked #22.

Cassady Wealth & Retirement Planning 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.

  • Cassady Wealth & Retirement Planning held 77,697 shares of Innovator US Equity Power Buffer ETF December worth $3.57M as of Q2 2026.
  • Cassady Wealth & Retirement Planning sold 242 Innovator US Equity Power Buffer ETF December shares in Q2 2026, an estimated $10.9K.
  • Innovator US Equity Power Buffer ETF December made up 1.66% of Cassady Wealth & Retirement Planning's portfolio in Q2 2026, its #22 holding.
  • Cassady Wealth & Retirement Planning 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 Cassady Wealth & Retirement Planning's 13F filing for Q2 2026, filed 27 Jul 2026.