Chapman Financial Group’s Innovator US Equity Power Buffer ETF December PDEC Stock Holding History

Chapman Financial Group’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	$12.8K	Hold	300	–	–	0.01%	219
2025 Q4	$13K	Hold	300	–	–	0.01%	213
2025 Q3	$12.6K	Hold	300	–	–	0.01%	214
2025 Q2	$12K	Buy	+300	New	+$11.4K	0.01%	181
2024 Q4	$11.5K	Buy	+300	New	+$11.6K	0.01%	184

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

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

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

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

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Chapman Financial Group's PDEC Position: Q1 2026 in Review

Chapman Financial Group held its Innovator US Equity Power Buffer ETF December (PDEC) position steady in Q1 2026 at 300 shares worth $12.8K. The position accounts for 0.01% of the portfolio, ranked #219.

Chapman Financial Group first reported a position in PDEC in Q4 2024 and has held it in 5 quarters since. The position peaked at $13K in Q4 2025. 229 funds tracked by Wall St. Rank hold PDEC as of Q1 2026.

Chapman Financial Group held 300 shares of Innovator US Equity Power Buffer ETF December worth $12.8K as of Q1 2026.
Chapman Financial Group left its Innovator US Equity Power Buffer ETF December share count unchanged in Q1 2026.
Innovator US Equity Power Buffer ETF December made up 0.01% of Chapman Financial Group's portfolio in Q1 2026, its #219 holding.
Chapman Financial Group first reported a position in Innovator US Equity Power Buffer ETF December in Q4 2024 and has held it in 5 quarters since.
Chapman Financial Group's Innovator US Equity Power Buffer ETF December position peaked at $13K in Q4 2025.
229 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF December as of Q1 2026.

Based on Chapman Financial Group's 13F filing for Q1 2026, filed 12 May 2026.