Evergreen Private Wealth’s Innovator US Equity Power Buffer ETF December PDEC Stock Holding History

Evergreen Private Wealth’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
2025 Q4	–	Sell	-1,767	Closed	-$74.2K	–	187
2025 Q3	$74.2K	Hold	1,767	–	–	0.03%	99
2025 Q2	$70.7K	Hold	1,767	–	–	0.03%	104
2025 Q1	$66.4K	Hold	1,767	–	–	0.03%	107
2024 Q4	$67.9K	Hold	1,767	–	–	0.03%	109
2024 Q3	$67.7K	Hold	1,767	–	–	0.03%	108
2024 Q2	$66.3K	Hold	1,767	–	–	0.03%	109
2024 Q1	$64.7K	Hold	1,767	–	–	0.03%	110
2023 Q4	$62K	Buy	+1,767	New	+$59K	0.03%	103

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

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

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

William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 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

Evergreen Private Wealth's PDEC Position: Q4 2025 in Review

Evergreen Private Wealth sold out of Innovator US Equity Power Buffer ETF December (PDEC) in Q4 2025, closing a stake of 1,767 shares — an estimated $74.2K sold.

Evergreen Private Wealth first reported a position in PDEC in Q4 2023 and held it in 8 quarters. The position peaked at $74.2K in Q3 2025. 231 funds tracked by Wall St. Rank hold PDEC as of Q4 2025.

Evergreen Private Wealth reported no remaining Innovator US Equity Power Buffer ETF December position as of Q4 2025 after selling out during the quarter.
Evergreen Private Wealth sold 1,767 Innovator US Equity Power Buffer ETF December shares in Q4 2025, an estimated $74.2K.
Evergreen Private Wealth first reported a position in Innovator US Equity Power Buffer ETF December in Q4 2023 and held it in 8 quarters.
Evergreen Private Wealth's Innovator US Equity Power Buffer ETF December position peaked at $74.2K in Q3 2025.
231 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF December as of Q4 2025.

Based on Evergreen Private Wealth's 13F filing for Q4 2025, filed 28 Jan 2026.