CRA Financial Services’s Innovator US Equity Power Buffer ETF December PDEC Stock Holding History

CRA Financial Services’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	$5.6M	Sell	131,792 -3,422	-3%	-$148K	0.73%	29
2025 Q4	$5.87M	Sell	135,214 -28,409	-17%	-$1.21M	0.77%	27
2025 Q3	$6.88M	Sell	163,623 -4,760	-3%	-$195K	0.94%	22
2025 Q2	$6.74M	Sell	168,383 -50	-0%	-$1.91K	1.03%	20
2025 Q1	$6.33M	Buy	168,433 +68,318	+68%	+$2.63M	1.08%	20
2024 Q4	$3.85M	Buy	100,115 +57,798	+137%	+$2.23M	0.66%	31
2024 Q3	$1.62M	Sell	42,317 -5,147	-11%	-$195K	0.3%	61
2024 Q2	$1.78M	Sell	47,464 -3,622	-7%	-$133K	0.36%	50
2024 Q1	$1.87M	Sell	51,086 -3,000	-6%	-$107K	0.41%	50
2023 Q4	$1.9M	Sell	54,086 -3,895	-7%	-$130K	0.46%	42
2023 Q3	$1.88M	Sell	57,981 -35,620	-38%	-$1.19M	0.52%	39
2023 Q2	$3.12M	Sell	93,601 -6,088	-6%	-$194K	0.84%	25
2023 Q1	$3.14M	Buy	99,689 +21,952	+28%	+$676K	0.93%	22
2022 Q4	$2.32M	Buy	77,737 +30,005	+63%	+$897K	0.76%	28
2022 Q3	$1.36M	Hold	47,732	–	–	0.49%	41
2022 Q2	$1.37M	Buy	47,732 +17,730	+59%	+$527K	0.47%	42
2022 Q1	$937K	Sell	30,002 -500	-2%	-$15.4K	0.28%	69
2021 Q4	$969K	Buy	+30,502	New	+$949K	0.29%	64

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

CRA Financial Services's PDEC Position: Q1 2026 in Review

CRA Financial Services reduced its Innovator US Equity Power Buffer ETF December (PDEC) stake by 2.5% in Q1 2026, selling an estimated $148K and leaving 131,792 shares worth $5.6M. The position accounts for 0.73% of the portfolio, ranked #29.

CRA Financial Services first reported a position in PDEC in Q4 2021 and has held it in 18 quarters since. The position peaked at $6.88M in Q3 2025. 229 funds tracked by Wall St. Rank hold PDEC as of Q1 2026.

CRA Financial Services held 131,792 shares of Innovator US Equity Power Buffer ETF December worth $5.6M as of Q1 2026.
CRA Financial Services sold 3,422 Innovator US Equity Power Buffer ETF December shares in Q1 2026, an estimated $148K.
Innovator US Equity Power Buffer ETF December made up 0.73% of CRA Financial Services's portfolio in Q1 2026, its #29 holding.
CRA Financial Services first reported a position in Innovator US Equity Power Buffer ETF December in Q4 2021 and has held it in 18 quarters since.
CRA Financial Services's Innovator US Equity Power Buffer ETF December position peaked at $6.88M in Q3 2025.
229 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF December as of Q1 2026.

Based on CRA Financial Services's 13F filing for Q1 2026, filed 9 Apr 2026.