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EverSource Wealth Advisors’s Innovator US Equity Power Buffer ETF December PDEC Stock Holding History

EverSource Wealth Advisors’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 		$91.1K Hold
1,985
– – ﹤0.01% 1435
2026
Q1 		$84.4K Hold
1,985
– – ﹤0.01% 1542
2025
Q4 		$86.1K Hold
1,985
– – ﹤0.01% 1398
2025
Q3 		$83.4K Hold
1,985
– – ﹤0.01% 1382
2025
Q2 		$79.4K Hold
1,985
– – ﹤0.01% 1329
2025
Q1 		$74.6K Hold
1,985
– – ﹤0.01% 1035
2024
Q4 		$76.3K Hold
1,985
– – ﹤0.01% 1009
2024
Q3 		$76K Hold
1,985
– – ﹤0.01% 891
2024
Q2 		$74.9K Hold
1,985
– – 0.01% 912
2024
Q1 		$71.9K Hold
1,985
– – 0.01% 839
2023
Q4 		$69.7K Hold
1,985
– – 0.01% 770
2023
Q3 		$64.2K Hold
1,985
– – 0.01% 728
2023
Q2 		$66.1K Hold
1,985
– – 0.01% 727
2023
Q1 		$62.4K Buy
+1,985
New +$61.1K 0.01% 705

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
CFS
CRA Financial Services Northfield, New Jersey $868M AUM 25.66% 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
KWM
KFG Wealth Management Granger, Indiana $886M AUM 15.98% 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
DI
Diligent Investors Redlands, California $449M AUM 26.15% 1-Year Est. Return

EverSource Wealth Advisors's PDEC Position: Q2 2026 in Review

EverSource Wealth Advisors held its Innovator US Equity Power Buffer ETF December (PDEC) position steady in Q2 2026 at 1,985 shares worth $91.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1435.

EverSource Wealth Advisors first reported a position in PDEC in Q1 2023 and has held it in 14 quarters since. 60 funds tracked by Wall St. Rank hold PDEC as of Q2 2026.

  • EverSource Wealth Advisors held 1,985 shares of Innovator US Equity Power Buffer ETF December worth $91.1K as of Q2 2026.
  • EverSource Wealth Advisors 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 EverSource Wealth Advisors's portfolio in Q2 2026, its #1435 holding.
  • EverSource Wealth Advisors first reported a position in Innovator US Equity Power Buffer ETF December in Q1 2023 and has held it in 14 quarters since.
  • 60 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF December as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.