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Cypress Wealth Services’s Innovator US Equity Power Buffer ETF December PDEC Stock Holding History

Cypress Wealth 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
Q2 		$332K Hold
7,232
– – 0.04% 314
2026
Q1 		$307K Hold
7,232
– – 0.04% 298
2025
Q4 		$314K Hold
7,232
– – 0.04% 289
2025
Q3 		$304K Sell
7,232
-1,627
-18% -$66.6K 0.05% 253
2025
Q2 		$354K Hold
8,859
– – 0.06% 207
2025
Q1 		$333K Hold
8,859
– – 0.07% 197
2024
Q4 		$340K Sell
8,859
-995
-10% -$38.4K 0.07% 189
2024
Q3 		$378K Hold
9,854
– – 0.08% 186
2024
Q2 		$370K Sell
9,854
-1,629
-14% -$60K 0.08% 173
2024
Q1 		$420K Hold
11,483
– – 0.1% 161
2023
Q4 		$403K Hold
11,483
– – 0.1% 162
2023
Q3 		$372K Hold
11,483
– – 0.1% 162
2023
Q2 		$387K Sell
11,483
-805
-7% -$25.7K 0.1% 158
2023
Q1 		$386K Buy
+12,288
New +$378K 0.11% 152

Other funds holding PDEC

MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 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
CRWM
Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return
PWMG
Pinnacle Wealth Management Group Plymouth, Michigan $214M AUM 20.07% 1-Year Est. Return
YWS
Yarger Wealth Strategies Westerville, Ohio $278M AUM 22.01% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
DI
Diligent Investors Redlands, California $449M AUM 26.15% 1-Year Est. Return

Cypress Wealth Services's PDEC Position: Q2 2026 in Review

Cypress Wealth Services held its Innovator US Equity Power Buffer ETF December (PDEC) position steady in Q2 2026 at 7,232 shares worth $332K. The position accounts for 0.04% of the portfolio, ranked #314.

Cypress Wealth Services first reported a position in PDEC in Q1 2023 and has held it in 14 quarters since. The position peaked at $420K in Q1 2024. 60 funds tracked by Wall St. Rank hold PDEC as of Q2 2026.

  • Cypress Wealth Services held 7,232 shares of Innovator US Equity Power Buffer ETF December worth $332K as of Q2 2026.
  • Cypress Wealth Services left its Innovator US Equity Power Buffer ETF December share count unchanged in Q2 2026.
  • Innovator US Equity Power Buffer ETF December made up 0.04% of Cypress Wealth Services's portfolio in Q2 2026, its #314 holding.
  • Cypress Wealth Services first reported a position in Innovator US Equity Power Buffer ETF December in Q1 2023 and has held it in 14 quarters since.
  • Cypress Wealth Services's Innovator US Equity Power Buffer ETF December position peaked at $420K in Q1 2024.
  • 60 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF December as of Q2 2026.

Based on Cypress Wealth Services's 13F filing for Q2 2026, filed 13 Jul 2026.