DAS
PDEC icon

Diversify Advisory Services’s Innovator US Equity Power Buffer ETF December PDEC Stock Holding History

Diversify Advisory 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
Q1 		– Sell
-10,225
Closed -$447K – 665
2025
Q4 		$447K Sell
10,225
-400
-4% -$17.1K 0.01% 629
2025
Q3 		$452K Hold
10,625
– – 0.02% 595
2025
Q2 		$436K Hold
10,625
– – 0.02% 579
2025
Q1 		$398K Sell
10,625
-4,800
-31% -$185K 0.02% 407
2024
Q4 		$589K Sell
15,425
-2,025
-12% -$78.2K 0.03% 331
2024
Q3 		$672K Hold
17,450
– – 0.04% 326
2024
Q2 		$658K Buy
+17,450
New +$642K 0.04% 323

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BCM
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Commonwealth Equity Services
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Osaic Holdings
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HighTower Advisors
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KAS
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