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DHJJ Financial Advisors’s Innovator US Equity Power Buffer ETF December PDEC Stock Holding History

DHJJ Financial Advisors’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 		$362K Hold
8,507
– – 0.12% 134
2025
Q4 		$369K Sell
8,507
-3,116
-27% -$133K 0.12% 131
2025
Q3 		$488K Sell
11,623
-5
-0% -$205 0.17% 103
2025
Q2 		$465K Hold
11,628
– – 0.17% 102
2025
Q1 		$437K Buy
11,628
+40
+0.3% +$1.54K 0.18% 97
2024
Q4 		$445K Buy
11,588
+261
+2% +$10.1K 0.17% 100
2024
Q3 		$434K Sell
11,327
-1,995
-15% -$75.4K 0.17% 102
2024
Q2 		$500K Sell
13,322
-100
-0.7% -$3.68K 0.21% 85
2024
Q1 		$491K Sell
13,422
-170
-1% -$6.09K 0.22% 82
2023
Q4 		$477K Buy
13,592
+2,485
+22% +$83K 0.22% 81
2023
Q3 		$359K Sell
11,107
-603
-5% -$20.1K 0.18% 91
2023
Q2 		$390K Sell
11,710
-100
-0.8% -$3.19K 0.2% 94
2023
Q1 		$371K Hold
11,810
– – 0.2% 94
2022
Q4 		$353K Buy
11,810
+2,488
+27% +$74.3K 0.2% 98
2022
Q3 		$265K Sell
9,322
-25
-0.3% -$741 0.15% 108
2022
Q2 		$269K Buy
9,347
+85
+0.9% +$2.53K 0.15% 111
2022
Q1 		$289K Buy
9,262
+40
+0.4% +$1.23K 0.14% 110
2021
Q4 		$299K Buy
+9,222
New +$287K 0.14% 109

Other funds holding PDEC

AllianceBernstein
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
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
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HighTower Advisors
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

DHJJ Financial Advisors's PDEC Position: Q1 2026 in Review

DHJJ Financial Advisors held its Innovator US Equity Power Buffer ETF December (PDEC) position steady in Q1 2026 at 8,507 shares worth $362K. The position accounts for 0.12% of the portfolio, ranked #134.

DHJJ Financial Advisors first reported a position in PDEC in Q4 2021 and has held it in 18 quarters since. The position peaked at $500K in Q2 2024. 229 funds tracked by Wall St. Rank hold PDEC as of Q1 2026.

  • DHJJ Financial Advisors held 8,507 shares of Innovator US Equity Power Buffer ETF December worth $362K as of Q1 2026.
  • DHJJ Financial Advisors left its Innovator US Equity Power Buffer ETF December share count unchanged in Q1 2026.
  • Innovator US Equity Power Buffer ETF December made up 0.12% of DHJJ Financial Advisors's portfolio in Q1 2026, its #134 holding.
  • DHJJ Financial Advisors first reported a position in Innovator US Equity Power Buffer ETF December in Q4 2021 and has held it in 18 quarters since.
  • DHJJ Financial Advisors's Innovator US Equity Power Buffer ETF December position peaked at $500K in Q2 2024.
  • 229 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF December as of Q1 2026.

Based on DHJJ Financial Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.