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 Q2	$414K	Hold	9,026	–	–	0.01%	930
2026 Q1	$403K	Buy	+9,026	New	+$391K	0.01%	865

Other funds holding PDEC

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Diversify Wealth Management's PDEC Position: Q2 2026 in Review

Diversify Wealth Management held its Innovator US Equity Power Buffer ETF December (PDEC) position steady in Q2 2026 at 9,026 shares worth $414K. The position accounts for 0.01% of the portfolio, ranked #930.

Diversify Wealth Management first reported a position in PDEC in Q1 2026 and has held it in 2 quarters since. 225 funds tracked by Wall St. Rank hold PDEC as of Q2 2026.

Diversify Wealth Management held 9,026 shares of Innovator US Equity Power Buffer ETF December worth $414K as of Q2 2026.
Diversify Wealth Management left its Innovator US Equity Power Buffer ETF December share count unchanged in Q2 2026.
Innovator US Equity Power Buffer ETF December made up 0.01% of Diversify Wealth Management's portfolio in Q2 2026, its #930 holding.
Diversify Wealth Management first reported a position in Innovator US Equity Power Buffer ETF December in Q1 2026 and has held it in 2 quarters since.
225 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF December as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.