Creative Financial Designs’s Innovator US Equity Power Buffer ETF December PDEC Stock Holding History

Creative Financial Designs’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	$114K	Sell	2,680 -95	-3%	-$4.12K	0.01%	651
2025 Q4	$120K	Sell	2,775 -30	-1%	-$1.28K	0.01%	616
2025 Q3	$118K	Sell	2,805 -125	-4%	-$5.12K	0.01%	594
2025 Q2	$117K	Sell	2,930 -39	-1%	-$1.49K	0.01%	629
2025 Q1	$112K	Buy	2,969 +719	+32%	+$27.7K	0.01%	583
2024 Q4	$86.4K	Buy	2,250 +1,000	+80%	+$38.6K	0.01%	640
2024 Q3	$47.9K	Hold	1,250	–	–	﹤0.01%	783
2024 Q2	$46.9K	Hold	1,250	–	–	﹤0.01%	762
2024 Q1	$45.7K	Hold	1,250	–	–	﹤0.01%	752
2023 Q4	$43.9K	Hold	1,250	–	–	﹤0.01%	721
2023 Q3	$40.5K	Sell	1,250 -8,850	-88%	-$295K	﹤0.01%	680
2023 Q2	$336K	Hold	10,100	–	–	0.04%	260
2023 Q1	$318K	Buy	10,100 +1,600	+19%	+$49.2K	0.04%	267
2022 Q4	$254K	Buy	+8,500	New	+$254K	0.04%	279

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

Creative Financial Designs's PDEC Position: Q1 2026 in Review

Creative Financial Designs reduced its Innovator US Equity Power Buffer ETF December (PDEC) stake by 3.4% in Q1 2026, selling an estimated $4.12K and leaving 2,680 shares worth $114K. The position accounts for 0.01% of the portfolio, ranked #651.

Creative Financial Designs first reported a position in PDEC in Q4 2022 and has held it in 14 quarters since. The position peaked at $336K in Q2 2023. 229 funds tracked by Wall St. Rank hold PDEC as of Q1 2026.

Creative Financial Designs held 2,680 shares of Innovator US Equity Power Buffer ETF December worth $114K as of Q1 2026.
Creative Financial Designs sold 95 Innovator US Equity Power Buffer ETF December shares in Q1 2026, an estimated $4.12K.
Innovator US Equity Power Buffer ETF December made up 0.01% of Creative Financial Designs's portfolio in Q1 2026, its #651 holding.
Creative Financial Designs first reported a position in Innovator US Equity Power Buffer ETF December in Q4 2022 and has held it in 14 quarters since.
Creative Financial Designs's Innovator US Equity Power Buffer ETF December position peaked at $336K in Q2 2023.
229 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF December as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.