CRA Financial Services
PDEC icon

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
Q3 		$6.13M Sell
130,148
-294
-0.2% -$13.7K 0.68% 29
2026
Q2 		$5.99M Sell
130,442
-1,350
-1% -$60.8K 0.69% 28
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

MBL Wealth
MBL Wealth Charlotte, North Carolina $1.67B AUM 13.43% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
Global Strategic Investment Solutions
Global Strategic Investment Solutions Scottsdale, Arizona $1.14B AUM 12.88% 1-Year Est. Return
Gill Capital Partners
Gill Capital Partners Denver, Colorado $366M AUM 12.21% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Castle Rock Wealth Management
Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return
KFG Wealth Management
KFG Wealth Management Granger, Indiana $922M AUM 10.87% 1-Year Est. Return
Pinnacle Wealth Management Group
Pinnacle Wealth Management Group Plymouth, Michigan $218M AUM 11.75% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

CRA Financial Services's PDEC Position: Q3 2026 in Review

CRA Financial Services reduced its Innovator US Equity Power Buffer ETF December (PDEC) stake by 0.23% in Q3 2026, selling an estimated $13.7K and leaving 130,148 shares worth $6.13M. The position accounts for 0.68% of the portfolio, ranked #29.

CRA Financial Services first reported a position in PDEC in Q4 2021 and has held it in 20 quarters since. The position peaked at $6.88M in Q3 2025. 67 funds tracked by Wall St. Rank hold PDEC as of Q3 2026.

  • CRA Financial Services held 130,148 shares of Innovator US Equity Power Buffer ETF December worth $6.13M as of Q3 2026.
  • CRA Financial Services sold 294 Innovator US Equity Power Buffer ETF December shares in Q3 2026, an estimated $13.7K.
  • Innovator US Equity Power Buffer ETF December made up 0.68% of CRA Financial Services's portfolio in Q3 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 20 quarters since.
  • CRA Financial Services's Innovator US Equity Power Buffer ETF December position peaked at $6.88M in Q3 2025.
  • 67 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF December as of Q3 2026.

Based on CRA Financial Services's 13F filing for Q3 2026, filed 16 Oct 2026.