Cornerstone Wealth Group’s Innovator US Equity Power Buffer ETF December PDEC Stock Holding History

Cornerstone Wealth 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	$475K	Sell	10,708 -256	-2%	-$11.1K	0.03%	238
2025 Q4	$476K	Sell	10,964 -999	-8%	-$42.6K	0.03%	218
2025 Q3	$503K	Sell	11,963 -1,174	-9%	-$48.1K	0.03%	195
2025 Q2	$526K	Hold	13,137	–	–	0.04%	180
2025 Q1	$494K	Sell	13,137 -981	-7%	-$37.8K	0.04%	178
2024 Q4	$542K	Sell	14,118 -1,411	-9%	-$54.5K	0.04%	159
2024 Q3	$595K	Sell	15,529 -6	-0%	-$227	0.05%	159
2024 Q2	$583K	Sell	15,535 -450	-3%	-$16.6K	0.05%	151
2024 Q1	$585K	Buy	+15,985	New	+$573K	0.05%	149

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

Cornerstone Wealth Group's PDEC Position: Q1 2026 in Review

Cornerstone Wealth Group reduced its Innovator US Equity Power Buffer ETF December (PDEC) stake by 2.3% in Q1 2026, selling an estimated $11.1K and leaving 10,708 shares worth $475K. The position accounts for 0.03% of the portfolio, ranked #238.

Cornerstone Wealth Group first reported a position in PDEC in Q1 2024 and has held it in 9 quarters since. The position peaked at $595K in Q3 2024. 229 funds tracked by Wall St. Rank hold PDEC as of Q1 2026.

Cornerstone Wealth Group held 10,708 shares of Innovator US Equity Power Buffer ETF December worth $475K as of Q1 2026.
Cornerstone Wealth Group sold 256 Innovator US Equity Power Buffer ETF December shares in Q1 2026, an estimated $11.1K.
Innovator US Equity Power Buffer ETF December made up 0.03% of Cornerstone Wealth Group's portfolio in Q1 2026, its #238 holding.
Cornerstone Wealth Group first reported a position in Innovator US Equity Power Buffer ETF December in Q1 2024 and has held it in 9 quarters since.
Cornerstone Wealth Group's Innovator US Equity Power Buffer ETF December position peaked at $595K in Q3 2024.
229 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF December as of Q1 2026.

Based on Cornerstone Wealth Group's 13F filing for Q1 2026, filed 22 Apr 2026.