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 Q3	$807K	Sell	17,121 -414	-2%	-$19.3K	0.02%	516
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

CRA Financial Services Northfield, New Jersey $904M AUM 20.1% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Global Strategic Investment Solutions Scottsdale, Arizona $1.14B AUM 12.88% 1-Year Est. Return

GCP

Gill Capital Partners Denver, Colorado $366M AUM 12.21% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

CRWM

Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return

KFG Wealth Management Granger, Indiana $922M AUM 10.87% 1-Year Est. Return

PWMG

Pinnacle Wealth Management Group Plymouth, Michigan $218M AUM 11.75% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Dynamic Advisor Solutions's PDEC Position: Q3 2026 in Review

Dynamic Advisor Solutions reduced its Innovator US Equity Power Buffer ETF December (PDEC) stake by 2.4% in Q3 2026, selling an estimated $19.3K and leaving 17,121 shares worth $807K. The position accounts for 0.02% of the portfolio, ranked #516.

Dynamic Advisor Solutions first reported a position in PDEC in Q2 2025 and has held it in 6 quarters since. 46 funds tracked by Wall St. Rank hold PDEC as of Q3 2026.

Dynamic Advisor Solutions held 17,121 shares of Innovator US Equity Power Buffer ETF December worth $807K as of Q3 2026.
Dynamic Advisor Solutions sold 414 Innovator US Equity Power Buffer ETF December shares in Q3 2026, an estimated $19.3K.
Innovator US Equity Power Buffer ETF December made up 0.02% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #516 holding.
Dynamic Advisor Solutions first reported a position in Innovator US Equity Power Buffer ETF December in Q2 2025 and has held it in 6 quarters since.
46 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF December as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.