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Diversify Wealth Management’s Innovator US Equity Power Buffer ETF December PDEC Stock Holding History

Diversify Wealth Management’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 		$403K Buy
+9,026
New +$391K 0.01% 865

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

Diversify Wealth Management's PDEC Position: Q1 2026 in Review

Diversify Wealth Management opened a new position in Innovator US Equity Power Buffer ETF December (PDEC) in Q1 2026: 9,026 shares worth $403K. The stake represents 0.01% of the portfolio and ranks #865 among its holdings.

229 funds tracked by Wall St. Rank hold PDEC as of Q1 2026.

  • Diversify Wealth Management held 9,026 shares of Innovator US Equity Power Buffer ETF December worth $403K as of Q1 2026.
  • Innovator US Equity Power Buffer ETF December was a new Diversify Wealth Management position in Q1 2026.
  • Innovator US Equity Power Buffer ETF December made up 0.01% of Diversify Wealth Management's portfolio in Q1 2026, its #865 holding.
  • 229 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF December as of Q1 2026.

Based on Diversify Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.