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

Evolution 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 Q1	$608K	Hold	14,305	–	–	0.06%	99
2025 Q4	$621K	Hold	14,305	–	–	0.06%	93
2025 Q3	$601K	Hold	14,305	–	–	0.08%	93
2025 Q2	$572K	Hold	14,305	–	–	0.08%	93
2025 Q1	$538K	Hold	14,305	–	–	0.09%	87
2024 Q4	$550K	Hold	14,305	–	–	0.09%	85
2024 Q3	$548K	Hold	14,305	–	–	0.1%	81
2024 Q2	$537K	Hold	14,305	–	–	0.1%	77
2024 Q1	$524K	Hold	14,305	–	–	0.1%	77
2023 Q4	$502K	Hold	14,305	–	–	0.1%	78
2023 Q3	$463K	Hold	14,305	–	–	0.1%	78
2023 Q2	$476K	Hold	14,305	–	–	0.11%	75
2023 Q1	$450K	Hold	14,305	–	–	0.11%	75
2022 Q4	$428K	Hold	14,305	–	–	0.11%	81
2022 Q3	$407K	Hold	14,305	–	–	0.11%	77
2022 Q2	$411K	Hold	14,305	–	–	0.1%	76
2022 Q1	$447K	Buy	+14,305	New	+$441K	0.09%	75

Other funds holding PDEC

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

BCM

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

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Evolution Wealth Advisors's PDEC Position: Q1 2026 in Review

Evolution Wealth Advisors held its Innovator US Equity Power Buffer ETF December (PDEC) position steady in Q1 2026 at 14,305 shares worth $608K. The position accounts for 0.06% of the portfolio, ranked #99.

Evolution Wealth Advisors first reported a position in PDEC in Q1 2022 and has held it in 17 quarters since. The position peaked at $621K in Q4 2025. 229 funds tracked by Wall St. Rank hold PDEC as of Q1 2026.

Evolution Wealth Advisors held 14,305 shares of Innovator US Equity Power Buffer ETF December worth $608K as of Q1 2026.
Evolution Wealth Advisors left its Innovator US Equity Power Buffer ETF December share count unchanged in Q1 2026.
Innovator US Equity Power Buffer ETF December made up 0.06% of Evolution Wealth Advisors's portfolio in Q1 2026, its #99 holding.
Evolution Wealth Advisors first reported a position in Innovator US Equity Power Buffer ETF December in Q1 2022 and has held it in 17 quarters since.
Evolution Wealth Advisors's Innovator US Equity Power Buffer ETF December position peaked at $621K in Q4 2025.
229 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF December as of Q1 2026.

Based on Evolution Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.