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Farther Finance Advisors’s Innovator US Equity Power Buffer ETF December PDEC Stock Holding History

Farther Finance 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
Q3 		$1.9M Sell
40,430
-1,371
-3% -$63.9K 0.01% 806
2026
Q2 		$1.92M Sell
41,801
-770
-2% -$34.7K 0.02% 770
2026
Q1 		$1.82M Sell
42,571
-1,677
-4% -$72.7K 0.02% 694
2025
Q4 		$1.92M Sell
44,248
-6,747
-13% -$288K 0.02% 600
2025
Q3 		$2.14M Sell
50,995
-3,582
-7% -$147K 0.03% 432
2025
Q2 		$2.18M Sell
54,577
-4,984
-8% -$190K 0.04% 338
2025
Q1 		$2.24M Sell
59,561
-4,940
-8% -$190K 0.06% 277
2024
Q4 		$2.48M Buy
+64,501
New +$2.49M 0.09% 185

Other funds holding PDEC

CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return
GGS
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return
CFP
Cypress Financial Planning Haddon Heights, New Jersey $373M AUM 6.05% 1-Year Est. Return

Farther Finance Advisors's PDEC Position: Q3 2026 in Review

Farther Finance Advisors reduced its Innovator US Equity Power Buffer ETF December (PDEC) stake by 3.3% in Q3 2026, selling an estimated $63.9K and leaving 40,430 shares worth $1.9M. The position accounts for 0.01% of the portfolio, ranked #806.

Farther Finance Advisors first reported a position in PDEC in Q4 2024 and has held it in 8 quarters since. The position peaked at $2.48M in Q4 2024. 7 funds tracked by Wall St. Rank hold PDEC as of Q3 2026.

  • Farther Finance Advisors held 40,430 shares of Innovator US Equity Power Buffer ETF December worth $1.9M as of Q3 2026.
  • Farther Finance Advisors sold 1,371 Innovator US Equity Power Buffer ETF December shares in Q3 2026, an estimated $63.9K.
  • Innovator US Equity Power Buffer ETF December made up 0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #806 holding.
  • Farther Finance Advisors first reported a position in Innovator US Equity Power Buffer ETF December in Q4 2024 and has held it in 8 quarters since.
  • Farther Finance Advisors's Innovator US Equity Power Buffer ETF December position peaked at $2.48M in Q4 2024.
  • 7 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF December as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.