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

Evermay 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 		$103K Hold
2,235
– – 0.01% 266
2026
Q1 		$95K Hold
2,235
– – 0.01% 256
2025
Q4 		$97K Buy
+2,235
New +$95.4K 0.01% 260

Other funds holding PDEC

AllianceBernstein
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
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Cetera Investment Advisers
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

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

Evermay Wealth Management held its Innovator US Equity Power Buffer ETF December (PDEC) position steady in Q2 2026 at 2,235 shares worth $103K. The position accounts for 0.01% of the portfolio, ranked #266.

Evermay Wealth Management first reported a position in PDEC in Q4 2025 and has held it in 3 quarters since. 224 funds tracked by Wall St. Rank hold PDEC as of Q2 2026.

  • Evermay Wealth Management held 2,235 shares of Innovator US Equity Power Buffer ETF December worth $103K as of Q2 2026.
  • Evermay 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 Evermay Wealth Management's portfolio in Q2 2026, its #266 holding.
  • Evermay Wealth Management first reported a position in Innovator US Equity Power Buffer ETF December in Q4 2025 and has held it in 3 quarters since.
  • 224 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF December as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.