Certified Advisory Corp’s Innovator US Equity Power Buffer ETF December PDEC Stock Holding History

Certified Advisory Corp’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
2025 Q4	–	Sell	-27,633	Closed	-$1.16M	–	325
2025 Q3	$1.16M	Sell	27,633 -1,262	-4%	-$51.7K	0.11%	148
2025 Q2	$1.16M	Sell	28,895 -1,487	-5%	-$56.7K	0.12%	141
2025 Q1	$1.14M	Sell	30,382 -214	-0.7%	-$8.25K	0.13%	141
2024 Q4	$1.18M	Buy	30,596 +21,482	+236%	+$830K	0.13%	134
2024 Q3	$349K	Hold	9,114	–	–	0.04%	234
2024 Q2	$342K	Sell	9,114 -135	-1%	-$4.97K	0.04%	220
2024 Q1	$338K	Hold	9,249	–	–	0.05%	213
2023 Q4	$325K	Buy	+9,249	New	+$309K	0.05%	209

Other funds holding PDEC

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Certified Advisory Corp's PDEC Position: Q4 2025 in Review

Certified Advisory Corp sold out of Innovator US Equity Power Buffer ETF December (PDEC) in Q4 2025, closing a stake of 27,633 shares — an estimated $1.16M sold.

Certified Advisory Corp first reported a position in PDEC in Q4 2023 and held it in 8 quarters. The position peaked at $1.18M in Q4 2024. 231 funds tracked by Wall St. Rank hold PDEC as of Q4 2025.

Certified Advisory Corp reported no remaining Innovator US Equity Power Buffer ETF December position as of Q4 2025 after selling out during the quarter.
Certified Advisory Corp sold 27,633 Innovator US Equity Power Buffer ETF December shares in Q4 2025, an estimated $1.16M.
Certified Advisory Corp first reported a position in Innovator US Equity Power Buffer ETF December in Q4 2023 and held it in 8 quarters.
Certified Advisory Corp's Innovator US Equity Power Buffer ETF December position peaked at $1.18M in Q4 2024.
231 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF December as of Q4 2025.

Based on Certified Advisory Corp's 13F filing for Q4 2025, filed 12 Jan 2026.