Concurrent Investment Advisors’s Innovator US Equity Power Buffer ETF December PDEC Stock Holding History

Concurrent Investment Advisors’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	$2.11M	Sell	46,034 -225	-0.5%	-$10.1K	0.02%	699
2026 Q1	$1.97M	Hold	46,259	–	–	0.02%	624
2025 Q4	$2.01M	Buy	46,259 +2,056	+5%	+$87.7K	0.02%	573
2025 Q3	$1.86M	Buy	44,203 +908	+2%	+$37.2K	0.03%	485
2025 Q2	$1.73M	Buy	43,295 +250	+0.6%	+$9.53K	0.03%	466
2025 Q1	$1.62M	Buy	43,045 +5,394	+14%	+$208K	0.04%	413
2024 Q4	$1.45M	Buy	+37,651	New	+$1.45M	0.04%	402

Other funds holding PDEC

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 Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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

Concurrent Investment Advisors's PDEC Position: Q2 2026 in Review

Concurrent Investment Advisors reduced its Innovator US Equity Power Buffer ETF December (PDEC) stake by 0.49% in Q2 2026, selling an estimated $10.1K and leaving 46,034 shares worth $2.11M. The position accounts for 0.02% of the portfolio, ranked #699.

Concurrent Investment Advisors first reported a position in PDEC in Q4 2024 and has held it in 7 quarters since. 225 funds tracked by Wall St. Rank hold PDEC as of Q2 2026.

Concurrent Investment Advisors held 46,034 shares of Innovator US Equity Power Buffer ETF December worth $2.11M as of Q2 2026.
Concurrent Investment Advisors sold 225 Innovator US Equity Power Buffer ETF December shares in Q2 2026, an estimated $10.1K.
Innovator US Equity Power Buffer ETF December made up 0.02% of Concurrent Investment Advisors's portfolio in Q2 2026, its #699 holding.
Concurrent Investment Advisors first reported a position in Innovator US Equity Power Buffer ETF December in Q4 2024 and has held it in 7 quarters since.
225 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF December as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.