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

Crown 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
Q2 		$225K Sell
4,901
-182
-4% -$8.19K 0.06% 136
2026
Q1 		$216K Sell
5,083
-141
-3% -$6.11K 0.06% 136
2025
Q4 		$227K Sell
5,224
-47,270
-90% -$2.02M 0.06% 127
2025
Q3 		$2.21M Buy
52,494
+8,325
+19% +$341K 0.66% 26
2025
Q2 		$1.77M Buy
44,169
+37,994
+615% +$1.45M 0.66% 26
2025
Q1 		$232K Sell
6,175
-5,670
-48% -$219K 0.12% 91
2024
Q4 		$455K Sell
11,845
-61
-0.5% -$2.36K 0.19% 65
2024
Q3 		$456K Sell
11,906
-171
-1% -$6.47K 0.2% 60
2024
Q2 		$453K Sell
12,077
-1,053
-8% -$38.8K 0.23% 53
2024
Q1 		$481K Sell
13,130
-8,552
-39% -$306K 0.25% 48
2023
Q4 		$761K Sell
21,682
-311,344
-93% -$10.4M 0.46% 29
2023
Q3 		$10.8M Buy
333,026
+33,920
+11% +$1.13M 8.1% 3
2023
Q2 		$9.95M Buy
299,106
+164,579
+122% +$5.26M 7.85% 3
2023
Q1 		$4.23M Buy
134,527
+110,191
+453% +$3.39M 3.54% 10
2022
Q4 		$727K Buy
+24,336
New +$727K 0.68% 22

Other funds holding PDEC

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
CG
Caprock Group Boise, Idaho $5.22B AUM 42.47% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
CFS
CRA Financial Services Northfield, New Jersey $868M AUM 25.66% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Crown Wealth Group's PDEC Position: Q2 2026 in Review

Crown Wealth Group reduced its Innovator US Equity Power Buffer ETF December (PDEC) stake by 3.6% in Q2 2026, selling an estimated $8.19K and leaving 4,901 shares worth $225K. The position accounts for 0.06% of the portfolio, ranked #136.

Crown Wealth Group first reported a position in PDEC in Q4 2022 and has held it in 15 quarters since. The position peaked at $10.8M in Q3 2023. 94 funds tracked by Wall St. Rank hold PDEC as of Q2 2026.

  • Crown Wealth Group held 4,901 shares of Innovator US Equity Power Buffer ETF December worth $225K as of Q2 2026.
  • Crown Wealth Group sold 182 Innovator US Equity Power Buffer ETF December shares in Q2 2026, an estimated $8.19K.
  • Innovator US Equity Power Buffer ETF December made up 0.06% of Crown Wealth Group's portfolio in Q2 2026, its #136 holding.
  • Crown Wealth Group first reported a position in Innovator US Equity Power Buffer ETF December in Q4 2022 and has held it in 15 quarters since.
  • Crown Wealth Group's Innovator US Equity Power Buffer ETF December position peaked at $10.8M in Q3 2023.
  • 94 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF December as of Q2 2026.

Based on Crown Wealth Group's 13F filing for Q2 2026, filed 21 Jul 2026.