Crown Wealth Group
PDEC icon

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
Q3 		$216K Sell
4,592
-309
-6% -$14.4K 0.05% 139
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 		$10M 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

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.6B AUM 22.09% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Bellwether Advisors
Bellwether Advisors Lincoln, Nebraska $682M AUM 32.93% 1-Year Est. Return
MBL Wealth
MBL Wealth Charlotte, North Carolina $1.67B AUM 13.43% 1-Year Est. Return

Crown Wealth Group's PDEC Position: Q3 2026 in Review

Crown Wealth Group reduced its Innovator US Equity Power Buffer ETF December (PDEC) stake by 6.3% in Q3 2026, selling an estimated $14.4K and leaving 4,592 shares worth $216K. The position accounts for 0.05% of the portfolio, ranked #139.

Crown Wealth Group first reported a position in PDEC in Q4 2022 and has held it in 16 quarters since. The position peaked at $10.8M in Q3 2023. 189 funds tracked by Wall St. Rank hold PDEC as of Q3 2026.

  • Crown Wealth Group held 4,592 shares of Innovator US Equity Power Buffer ETF December worth $216K as of Q3 2026.
  • Crown Wealth Group sold 309 Innovator US Equity Power Buffer ETF December shares in Q3 2026, an estimated $14.4K.
  • Innovator US Equity Power Buffer ETF December made up 0.05% of Crown Wealth Group's portfolio in Q3 2026, its #139 holding.
  • Crown Wealth Group first reported a position in Innovator US Equity Power Buffer ETF December in Q4 2022 and has held it in 16 quarters since.
  • Crown Wealth Group's Innovator US Equity Power Buffer ETF December position peaked at $10.8M in Q3 2023.
  • 189 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF December as of Q3 2026.

Based on Crown Wealth Group's 13F filing for Q3 2026, filed 19 Oct 2026.