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Dynamic Advisor Solutions’s Innovator US Equity Power Buffer ETF December PDEC Stock Holding History

Dynamic Advisor Solutions’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 		$805K Sell
17,535
-226
-1% -$10.2K 0.02% 539
2026
Q1 		$755K Buy
17,761
+4,289
+32% +$186K 0.02% 533
2025
Q4 		$584K Buy
13,472
+347
+3% +$14.8K 0.02% 589
2025
Q3 		$552K Sell
13,125
-380
-3% -$15.6K 0.02% 600
2025
Q2 		$540K Buy
+13,505
New +$515K 0.02% 590

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
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
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
SEP
Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return
BWM
BCS Wealth Management Johnson City, Tennessee $555M AUM 18.41% 1-Year Est. Return
MAM
Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return

Dynamic Advisor Solutions's PDEC Position: Q2 2026 in Review

Dynamic Advisor Solutions reduced its Innovator US Equity Power Buffer ETF December (PDEC) stake by 1.3% in Q2 2026, selling an estimated $10.2K and leaving 17,535 shares worth $805K. The position accounts for 0.02% of the portfolio, ranked #539.

Dynamic Advisor Solutions first reported a position in PDEC in Q2 2025 and has held it in 5 quarters since. 40 funds tracked by Wall St. Rank hold PDEC as of Q2 2026.

  • Dynamic Advisor Solutions held 17,535 shares of Innovator US Equity Power Buffer ETF December worth $805K as of Q2 2026.
  • Dynamic Advisor Solutions sold 226 Innovator US Equity Power Buffer ETF December shares in Q2 2026, an estimated $10.2K.
  • Innovator US Equity Power Buffer ETF December made up 0.02% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #539 holding.
  • Dynamic Advisor Solutions first reported a position in Innovator US Equity Power Buffer ETF December in Q2 2025 and has held it in 5 quarters since.
  • 40 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF December as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.